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First Tr Exhcange Traded Fd smid risng etf shares owned by Coastal Capital Group

Quarter-by-quarter ownership of First Tr Exhcange Traded Fd smid risng etf (SDVY) shares owned by Coastal Capital Group from 13F filings

Historical chart of Coastal Capital Group 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 Coastal Capital Group 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 Coastal Capital Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $37k 1.3k 28.31
2023-03-31 $35k 1.3k 26.65

More positions owned by Coastal Capital Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Rus 1000 Etf (IWB)
Pimco Etf Tr Active Bd Etf (BOND)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for Coastal Capital Group

Top funds holding First Tr Exhcange Traded Fd smid risng etf

Wells Fargo & Company
Raymond James & Associates
LVZ Advisors
Raymond James Financial Services Advisors
Branch Banking & Trust Company
Royal Bank of Canada
Bank of America Corporation
UBS Group
Advisor Group Holdings
Stifel Financial
Cambridge Investment Research Advisors
Commonwealth Equity Services
Baird Financial
William Blair $ Company
Private Advisor

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