First Tr Exhcange Traded Fd smid risng etf shares owned by Barrett & Company
Quarter-by-quarter ownership of First Tr Exhcange Traded Fd smid risng etf (SDVY) shares owned by Barrett & Company
from 13F filings
Historical chart of Barrett & Company investment in First Tr Exhcange Traded Fd smid risng etf
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Quarterly reported holdings in First Tr Exhcange Traded Fd smid risng etf by Barrett & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $453k | 12k | 38.02 |
| 2025-06-30 | $420k | 12k | 35.28 |
| 2025-03-31 | $399k | 12k | 33.50 |
| 2024-12-31 | $427k | 12k | 35.85 |
| 2024-09-30 | $433k | 12k | 36.38 |
| 2024-06-30 | $397k | 12k | 33.38 |
| 2024-03-31 | $371k | 11k | 34.82 |
| 2023-12-31 | $295k | 9.0k | 32.77 |
| 2023-09-30 | $252k | 8.9k | 28.23 |
| 2023-06-30 | $243k | 8.6k | 28.31 |
| 2023-03-31 | $206k | 7.7k | 26.65 |
| 2022-12-31 | $109k | 4.2k | 26.05 |
| 2022-09-30 | $109k | 4.2k | 26.05 |
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