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First Tr Exhcange Traded Fd smid risng etf shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment 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 Collaborative Wealth Managment 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 Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $593k 16k 36.38
2024-06-30 $512k 15k 33.38
2024-03-31 $505k 15k 34.82

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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
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Global X Fds Us Pfd Etf (PFFD)
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Wisdomtree Tr Floatng Rat Trea (USFR)
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)

View all positions for Collaborative Wealth Managment

Top funds holding First Tr Exhcange Traded Fd smid risng etf

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

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