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First Tr Exhcange Traded Fd smid risng etf shares owned by Custom Index Systems

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

Historical chart of Custom Index Systems 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 Custom Index Systems 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 Custom Index Systems

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.6M 78k 33.38
2024-03-31 $2.7M 79k 34.82
2023-12-31 $1.7M 53k 32.77

More positions owned by Custom Index Systems

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Federated Hermes Etf Trust Hermes Total Ret (FTRB)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Grw Etf (IWO)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Custom Index Systems

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