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 | $4,143 | +557.6% | 146,752 | +559.3% | 0.43% | +588.9% |
| Q2 2023 | $630 | -2.9% | 22,259 | -8.5% | 0.06% | -24.1% |
| Q1 2023 | $649 | -6.3% | 24,340 | -8.5% | 0.08% | -8.8% |
| Q4 2022 | $693 | -100.0% | 26,610 | -73.5% | 0.09% | -68.7% |
| Q3 2022 | $2,324,000 | -33.1% | 100,480 | -30.9% | 0.29% | -30.0% |
| Q2 2022 | $3,475,000 | -15.9% | 145,507 | -1.9% | 0.42% | +4.5% |
| Q1 2022 | $4,134,000 | +1141.4% | 148,340 | +1248.5% | 0.40% | +1143.8% |
| Q4 2021 | $333,000 | – | 11,000 | – | 0.03% | – |
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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% |