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First Tr Exch Traded Fd Iii shares owned by Whipplewood Advisors

Quarter-by-quarter ownership of First Tr Exch Traded Fd Iii (SDVD) shares owned by Whipplewood Advisors from 13F filings

Historical chart of Whipplewood Advisors investment in First Tr Exch Traded Fd Iii

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All positions including First Tr Exch Traded Fd Iii held by Whipplewood Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exch Traded Fd Iii by Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 59k 21.62
2025-06-30 $1.2M 57k 20.51
2025-03-31 $574k 121k 4.74