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First Tr Exhcange Traded Fd smid risng etf shares owned by Concentrum Wealth Management

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

Historical chart of Concentrum Wealth Management 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 Concentrum Wealth Management 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 Concentrum Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 44k 38.02
2025-06-30 $1.6M 44k 35.28
2025-03-31 $1.7M 50k 33.50
2024-12-31 $446k 12k 35.85