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First Tr Exhcange Traded Fd smid risng etf shares owned by Atria Investments

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

Historical chart of Atria Investments 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 Atria Investments 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 Atria Investments

Quarter filed Position value Share count Share price at filing
2024-06-30 $14M 430k 33.38
2024-03-31 $8.1M 233k 34.82
2023-09-30 $1.0M 37k 28.23
2023-06-30 $1.4M 50k 28.31
2022-12-31 $1.1M 41k 26.05
2022-06-30 $1.6M 68k 23.88

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Unified Ser Tr Oneascent Core P (OACP)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Unified Ser Tr Oneascent Large (OALC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)

View all positions for Atria Investments

Top funds holding First Tr Exhcange Traded Fd smid risng etf

LPL Financial
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
UBS Group
Raymond James & Associates
Raymond James Financial Services Advisors
Royal Bank of Canada
Capital Investment Advisors
LVZ Advisors
Branch Banking & Trust Company
Cetera Investment Advisers
Stifel Financial
Envestnet Asset Management
Commonwealth Equity Services

View all funds holding First Tr Exhcange Traded Fd smid risng etf