FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 143 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,398,757 | -0.0% | 49,549 | +0.2% | 0.94% | +4.1% |
| Q2 2023 | $1,399,322 | +60.4% | 49,429 | +51.0% | 0.91% | +31.6% |
| Q1 2023 | $872,125 | +1.5% | 32,724 | -0.8% | 0.69% | -11.7% |
| Q4 2022 | $859,176 | +13.9% | 32,982 | +1.2% | 0.78% | +12.2% |
| Q3 2022 | $754,000 | -3.3% | 32,597 | -0.2% | 0.70% | -0.1% |
| Q2 2022 | $780,000 | -11.4% | 32,650 | +3.4% | 0.70% | +14.5% |
| Q1 2022 | $880,000 | +2.4% | 31,563 | +11.3% | 0.61% | +13.0% |
| Q4 2021 | $859,000 | – | 28,356 | – | 0.54% | – |
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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% |