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 | $11,433 | +25.4% | 405,010 | +25.8% | 0.06% | +26.0% |
| Q2 2023 | $9,115 | +9.3% | 321,973 | +2.9% | 0.05% | -15.3% |
| Q1 2023 | $8,342 | -3.5% | 313,021 | -5.7% | 0.06% | +3.5% |
| Q4 2022 | $8,649 | -99.9% | 332,008 | +2.5% | 0.06% | 0.0% |
| Q3 2022 | $7,492,000 | -13.7% | 323,922 | -10.9% | 0.06% | -13.6% |
| Q2 2022 | $8,683,000 | +186.9% | 363,599 | +234.9% | 0.07% | +214.3% |
| Q1 2022 | $3,026,000 | +381.1% | 108,558 | +422.8% | 0.02% | +320.0% |
| Q4 2021 | $629,000 | +103.6% | 20,766 | +89.9% | 0.01% | +150.0% |
| Q3 2021 | $309,000 | – | 10,935 | – | 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% |