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First Tr Exhcange Traded Fd smid risng etf shares owned by AE Wealth Management

Quarter-by-quarter ownership of First Tr Exhcange Traded Fd smid risng etf (SDVY) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in First Tr Exhcange Traded Fd smid risng etf

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exhcange Traded Fd smid risng etf held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exhcange Traded Fd smid risng etf by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 45k 36.38
2024-06-30 $1.5M 45k 33.38
2024-03-31 $1.4M 41k 34.82
2023-12-31 $13M 398k 32.38
2023-09-30 $5.1M 182k 28.23
2023-06-30 $6.4M 227k 28.31
2023-03-31 $6.0M 225k 26.65
2022-12-31 $1.1M 44k 26.05
2022-09-30 $1.4M 61k 23.13
2022-06-30 $3.2M 136k 23.88
2022-03-31 $14M 494k 27.87
2021-12-31 $420k 14k 30.34
2021-09-30 $327k 12k 28.24
2021-06-30 $268k 9.2k 29.09