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 | $2,116,234 | +9.8% | 74,964 | +10.2% | 0.08% | +14.1% |
| Q2 2023 | $1,926,570 | +20.6% | 68,053 | +13.5% | 0.07% | +14.5% |
| Q1 2023 | $1,597,931 | +53264266.7% | 59,960 | +58684.3% | 0.06% | – |
| Q4 2022 | $3 | -100.0% | 102 | -99.7% | 0.00% | -100.0% |
| Q3 2022 | $773,000 | +6.0% | 33,433 | +9.4% | 0.05% | +56.7% |
| Q2 2022 | $729,000 | +12050.0% | 30,548 | +13476.9% | 0.03% | – |
| Q1 2022 | $6,000 | – | 225 | – | 0.00% | – |
Download | ||||||
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% |