FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 42 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $726,009 | -2.9% | 25,718 | -2.6% | 0.46% | +0.4% |
| Q2 2023 | $747,329 | +6.0% | 26,398 | -0.2% | 0.46% | -3.4% |
| Q1 2023 | $705,195 | +6.2% | 26,461 | +3.8% | 0.48% | -5.8% |
| Q4 2022 | $663,936 | -16.4% | 25,487 | -9.3% | 0.50% | -36.1% |
| Q3 2022 | $794,000 | 0.0% | 28,088 | 0.0% | 0.79% | 0.0% |
| Q2 2022 | $794,000 | +1.5% | 28,088 | +0.1% | 0.79% | +23.1% |
| Q1 2022 | $782,000 | -7.9% | 28,046 | +0.1% | 0.64% | -8.4% |
| Q4 2021 | $849,000 | +6.9% | 28,021 | -0.2% | 0.70% | -11.3% |
| Q3 2021 | $794,000 | -4.6% | 28,088 | -1.8% | 0.79% | -3.0% |
| Q2 2021 | $832,000 | -1.2% | 28,601 | +1.3% | 0.81% | -2.9% |
| Q1 2021 | $842,000 | +40.1% | 28,239 | +11.5% | 0.84% | +45.6% |
| Q4 2020 | $601,000 | – | 25,322 | – | 0.58% | – |
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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% |