FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 145 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $370,889 | +39.2% | 13,486 | +42.0% | 0.11% | +10.8% |
| Q2 2023 | $266,380 | +7.4% | 9,500 | 0.0% | 0.10% | 0.0% |
| Q1 2023 | $247,941 | -8.4% | 9,500 | -8.1% | 0.10% | -9.7% |
| Q4 2022 | $270,655 | +10.0% | 10,335 | 0.0% | 0.11% | -42.3% |
| Q3 2022 | $246,000 | -3.1% | 10,335 | 0.0% | 0.20% | -6.2% |
| Q2 2022 | $254,000 | -13.3% | 10,335 | -4.6% | 0.21% | +6.6% |
| Q1 2022 | $293,000 | +6.5% | 10,835 | +18.2% | 0.20% | +9.5% |
| Q4 2021 | $275,000 | – | 9,165 | – | 0.18% | – |
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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% |