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First Tr Exhcange Traded Fd smid risng etf shares owned by Chas. P. Smith & Associates, PA, CPA's

Quarter-by-quarter ownership of First Tr Exhcange Traded Fd smid risng etf (SDVY) shares owned by Chas. P. Smith & Associates, PA, CPA's from 13F filings

Historical chart of Chas. P. Smith & Associates, PA, CPA's 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 Chas. P. Smith & Associates, PA, CPA's 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 Chas. P. Smith & Associates, PA, CPA's

Quarter filed Position value Share count Share price at filing
2024-09-30 $35M 956k 36.38
2024-06-30 $32M 972k 33.38

More positions owned by Chas. P. Smith & Associates, PA, CPA's

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JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
UnitedHealth (UNH)
McDonald's Corporation (MCD)
Costco Wholesale Corporation (COST)
Lockheed Martin Corporation (LMT)
Ishares Tr Core S&p500 Etf (IVV)
Visa Com Cl A (V)
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Chubb (CB)

View all positions for Chas. P. Smith & Associates, PA, CPA's

Top funds holding First Tr Exhcange Traded Fd smid risng etf

LPL Financial
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Raymond James & Associates
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LVZ Advisors
Envestnet Asset Management
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Branch Banking & Trust Company
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Stifel Financial

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