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

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

Historical chart of Baron 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 Baron 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 Baron Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 97k 38.02
2025-06-30 $3.2M 91k 35.28
2025-03-31 $833k 25k 33.50

More positions owned by Baron Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Snap-on Incorporated (SNA)
Rivian Automotive Com Cl A (RIVN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)

View all positions for Baron Wealth Management

Top funds holding First Tr Exhcange Traded Fd smid risng etf

LPL Financial
Morgan Stanley
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
UBS Group
Royal Bank of Canada
Capital Investment Advisors
Stifel Financial
Park National Corp
Commonwealth Equity Services
HighTower Advisors
Envestnet Asset Management
Advisor Group Holdings
Harbour Investments

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