Convergence Financial »

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

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

Historical chart of Convergence Financial 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 Convergence Financial 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 Convergence Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $770k 20k 38.32
2025-09-30 $765k 20k 38.02

More positions owned by Convergence Financial

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPAB)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (MDYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust State Street Spd (MDYG)
Ishares Tr Msci Usa Mmentm (MTUM)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
Spdr Series Trust State Street Spd (SLYV)
Spdr Series Trust State Street Spd (SLYG)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Convergence Financial

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