FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 162 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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% |