FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 88 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,464,080 | -3.3% | 122,709 | -3.3% | 3.44% | +1.2% |
| Q2 2023 | $3,580,457 | +105956.2% | 126,877 | +0.2% | 3.40% | -5.2% |
| Q1 2023 | $3,376 | +5.7% | 126,659 | +3.3% | 3.58% | -1.7% |
| Q4 2022 | $3,194 | -99.9% | 122,597 | -0.3% | 3.64% | +2.2% |
| Q3 2022 | $2,845,000 | -5.1% | 122,988 | -2.1% | 3.56% | +0.6% |
| Q2 2022 | $2,999,000 | -17.4% | 125,571 | -3.6% | 3.54% | -0.5% |
| Q1 2022 | $3,629,000 | +137.7% | 130,197 | +158.4% | 3.56% | +152.2% |
| Q4 2021 | $1,527,000 | – | 50,377 | – | 1.41% | – |
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% |