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 | $4,011,780 | +14.1% | 142,110 | +14.5% | 2.23% | +17.0% |
Q2 2023 | $3,515,137 | +0.2% | 124,166 | -5.7% | 1.91% | -2.3% |
Q1 2023 | $3,508,719 | +56.0% | 131,656 | +52.5% | 1.95% | +58.4% |
Q4 2022 | $2,248,802 | +15.0% | 86,326 | +2.1% | 1.23% | +7.8% |
Q3 2022 | $1,955,000 | +16.1% | 84,542 | +19.8% | 1.14% | +22.5% |
Q2 2022 | $1,684,000 | -11.4% | 70,556 | -0.0% | 0.93% | -2.0% |
Q1 2022 | $1,900,000 | +212.5% | 70,564 | +251.3% | 0.95% | +274.8% |
Q4 2021 | $608,000 | – | 20,085 | – | 0.25% | – |
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% |