FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 133 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $860,506 | +15.4% | 30,482 | +15.7% | 0.07% | +17.5% |
| Q2 2023 | $745,572 | +26.7% | 26,336 | +19.3% | 0.06% | +23.9% |
| Q1 2023 | $588,314 | +39.6% | 22,075 | +36.4% | 0.05% | +35.3% |
| Q4 2022 | $421,567 | +301.5% | 16,183 | +256.3% | 0.03% | +240.0% |
| Q3 2022 | $105,000 | -26.6% | 4,542 | -24.3% | 0.01% | -16.7% |
| Q2 2022 | $143,000 | -19.2% | 6,002 | -5.6% | 0.01% | -7.7% |
| Q1 2022 | $177,000 | -65.2% | 6,359 | -62.1% | 0.01% | -55.2% |
| Q4 2021 | $509,000 | +96.5% | 16,791 | +83.5% | 0.03% | +81.2% |
| Q3 2021 | $259,000 | +159.0% | 9,148 | +165.9% | 0.02% | +166.7% |
| Q2 2021 | $100,000 | +138.1% | 3,440 | +131.2% | 0.01% | +100.0% |
| Q1 2021 | $42,000 | +13.5% | 1,488 | -5.6% | 0.00% | 0.0% |
| Q4 2020 | $37,000 | -26.0% | 1,577 | -42.6% | 0.00% | -25.0% |
| Q3 2020 | $50,000 | -39.8% | 2,745 | -41.8% | 0.00% | -50.0% |
| Q2 2020 | $83,000 | +23.9% | 4,714 | 0.0% | 0.01% | +14.3% |
| Q1 2020 | $67,000 | – | 4,714 | – | 0.01% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | – | 0 | – | 0.00% | – |
| Q2 2019 | $0 | – | 0 | – | 0.00% | – |
| Q1 2019 | $0 | – | 0 | – | 0.00% | – |
| Q4 2018 | $0 | – | 0 | – | 0.00% | – |
| Q3 2018 | $0 | – | 0 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RiverTree Advisors, LLC | 292,510 | $8,152,000 | 5.49% |
| Crumly & Associates Inc. | 357,600 | $9,966,000 | 3.74% |
| Kolinsky Wealth Management, LLC | 130,197 | $3,629,000 | 3.56% |
| PCG Wealth Advisors, LLC | 143,992 | $4,013,000 | 2.55% |
| Aprio Wealth Management, LLC | 172,611 | $4,811,000 | 1.83% |
| Smart Portfolios, LLC | 40,196 | $1,120,000 | 1.77% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 70,564 | $1,900,000 | 0.95% |
| Regal Investment Advisors LLC | 331,887 | $9,249,000 | 0.85% |
| Harvest Investment Services, LLC | 49,448 | $1,378,000 | 0.82% |
| Altus Wealth Group LLC | 28,046 | $782,000 | 0.64% |