FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 153 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $154,249 | +2.6% | 5,788 | +0.2% | 0.06% | -12.5% |
| Q4 2022 | $150,410 | +5.2% | 5,774 | +0.4% | 0.07% | -5.3% |
| Q3 2022 | $143,000 | +2.1% | 5,749 | +0.3% | 0.08% | -5.0% |
| Q2 2022 | $140,000 | +5.3% | 5,733 | +20.0% | 0.08% | +15.9% |
| Q1 2022 | $133,000 | +9.9% | 4,776 | +19.8% | 0.07% | +16.9% |
| Q4 2021 | $121,000 | +112.3% | 3,988 | +98.0% | 0.06% | +59.5% |
| Q3 2021 | $57,000 | -1.7% | 2,014 | +0.2% | 0.04% | -2.6% |
| Q2 2021 | $58,000 | +1.8% | 2,009 | +0.3% | 0.04% | -17.4% |
| Q1 2021 | $57,000 | – | 2,002 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kolinsky Wealth Management, LLC | 122,988 | $2,845,000 | 3.56% |
| Prostatis Group LLC | 120,832 | $2,794,840 | 3.22% |
| TrueWealth Advisors, LLC | 266,376 | $6,161,000 | 2.92% |
| CASTLE WEALTH MANAGEMENT LLC | 142,995 | $3,307,000 | 2.01% |
| Crumly & Associates Inc. | 194,204 | $4,492,000 | 1.85% |
| Aprio Wealth Management, LLC | 186,387 | $4,311,000 | 1.73% |
| Harvest Investment Services, LLC | 47,158 | $1,090,000 | 1.34% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 84,542 | $1,955,000 | 1.14% |
| Cherry Creek Investment Advisors, Inc. | 42,566 | $985,000 | 0.82% |
| Altus Wealth Group LLC | 28,088 | $794,000 | 0.79% |