Bright Financial Advisors »

First Tr Exhcange Traded Fd smid risng etf shares owned by Bright Financial Advisors

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

Historical chart of Bright Financial Advisors 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 Bright Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exhcange Traded Fd smid risng etf by Bright Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $946k 29k 33.10

More positions owned by Bright Financial Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Ssga Active Etf Tr Globl Allo Etf (GAL)
SYSCO Corporation (SYY)
Ishares Tr Tips Bd Etf (TIP)
Essex Property Trust (ESS)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Blackrock Ultra (ICSH)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Ultrashort Fixed (DUSB)

View all positions for Bright Financial Advisors

Top funds holding First Tr Exhcange Traded Fd smid risng etf

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

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