Comprehensive Financial Planning »

First Tr Exhcange Traded Fd smid risng etf shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning 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 Comprehensive Financial Planning 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $458k 12k 38.32
2025-09-30 $423k 11k 38.02
2025-06-30 $391k 11k 35.28
2025-03-31 $354k 11k 33.50
2024-12-31 $379k 11k 35.85

More positions owned by Comprehensive Financial Planning

Janus Henderson Aaa Clo Etf Uie (JAAA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invsc S P 500 Top 50 Etf Uie (XLG)
Vanguard S&p 500 Etf Uie (VOO)
Facebook Inc cl a (META)
Ishares Core S&p 500 Etf Uie (IVV)
Jpmorgan Active Growth Etf Uie (JGRO)
Amazon (AMZN)
T Rowe Price Blue Chip Growth Etf Uie (TCHP)
Spdr S&p 500 Etf Uie (SPY)
Ishares S&p 500 Growth Etf Uie (IVW)
Listed Fnds Rondhl Mgnfcnt Etf Uie (MAGS)
Wisdomtree Us Qlt Div Grw Etf Uie (DGRW)

View all positions for Comprehensive Financial Planning

Top funds holding First Tr Exhcange Traded Fd smid risng etf

LPL Financial
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
UBS Group
Royal Bank of Canada
Capital Investment Advisors
Stifel Financial
Commonwealth Equity Services
Park National Corp
HighTower Advisors
Envestnet Asset Management
LVZ Advisors
Advisor Group Holdings
Harbour Investments

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