First Tr Exhcange Traded Fd smid risng etf shares owned by Creative Planning
Quarter-by-quarter ownership of First Tr Exhcange Traded Fd smid risng etf (SDVY) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in First Tr Exhcange Traded Fd smid risng etf
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Quarterly reported holdings in First Tr Exhcange Traded Fd smid risng etf by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $8.3M | 194k | 43.14 |
| 2026-03-31 | $372k | 9.4k | 39.43 |
| 2025-12-31 | $320k | 8.4k | 38.32 |
| 2025-09-30 | $244k | 6.4k | 38.02 |
| 2025-06-30 | $331k | 9.4k | 35.28 |
| 2025-03-31 | $239k | 7.1k | 33.50 |
| 2024-12-31 | $250k | 7.0k | 35.85 |
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