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

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

Historical chart of Axxcess 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 Axxcess 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 Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $10M 266k 38.32
2025-09-30 $665k 18k 38.02
2025-06-30 $627k 18k 35.28
2025-03-31 $664k 20k 33.50
2024-12-31 $937k 26k 35.85
2024-09-30 $225k 6.2k 36.38
2024-06-30 $218k 6.5k 33.38
2024-03-31 $230k 6.6k 34.82