FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 51 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,847 | +27.6% | 419,647 | +28.0% | 0.02% | +31.6% |
| Q2 2023 | $9,283 | +22.1% | 327,897 | +14.9% | 0.02% | +18.8% |
| Q1 2023 | $7,605 | -50.4% | 285,365 | -51.5% | 0.02% | -56.8% |
| Q4 2022 | $15,339 | -99.9% | 588,851 | -9.1% | 0.04% | -5.1% |
| Q3 2022 | $14,991,000 | -18.0% | 648,133 | -15.3% | 0.04% | -18.8% |
| Q2 2022 | $18,283,000 | -1.2% | 765,646 | +15.3% | 0.05% | +14.3% |
| Q1 2022 | $18,513,000 | +14.6% | 664,273 | +24.6% | 0.04% | +16.7% |
| Q4 2021 | $16,150,000 | +33.3% | 532,935 | +24.3% | 0.04% | +20.0% |
| Q3 2021 | $12,118,000 | +39.7% | 428,682 | +43.8% | 0.03% | +36.4% |
| Q2 2021 | $8,675,000 | +2444.0% | 298,172 | +2379.6% | 0.02% | +2100.0% |
| Q1 2021 | $341,000 | – | 12,025 | – | 0.00% | – |
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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% |