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First Tr Exhcange Traded Fd smid risng etf shares owned by Ellsworth Advisors

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

Historical chart of Ellsworth Advisors 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 Ellsworth Advisors 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 Ellsworth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $440k 12k 35.85
2024-09-30 $354k 9.7k 36.38
2024-06-30 $248k 7.4k 33.38

More positions owned by Ellsworth Advisors

Spdr Gold Tr Gold Shs (GLD)
First Tr Exchange-traded First Tr Enh New (FTSM)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Packaging Corporation of America (PKG)
Blackstone Group Inc Com Cl A (BX)
Meta Platforms Cl A (META)
Public Storage (PSA)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)
Cisco Systems (CSCO)
Darden Restaurants (DRI)
Paychex (PAYX)
Caterpillar (CAT)
Us Bancorp Del Com New (USB)

View all positions for Ellsworth Advisors

Top funds holding First Tr Exhcange Traded Fd smid risng etf

LPL Financial
Wells Fargo & Company
UBS Group
Bank of America Corporation
Royal Bank of Canada
Raymond James & Associates
Raymond James Financial Services Advisors
Capital Investment Advisors
Cetera Investment Advisers
Park National Corp
LVZ Advisors
Envestnet Asset Management
Stifel Financial
Branch Banking & Trust Company
Advisor Group Holdings

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