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

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

Historical chart of Gallagher Fiduciary 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 Gallagher Fiduciary 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 Gallagher Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.8M 187k 36.38
2024-06-30 $6.1M 182k 33.38
2024-03-31 $6.3M 182k 34.82
2023-12-31 $5.0M 152k 32.77

More positions owned by Gallagher Fiduciary Advisors

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr MRGSTR SM CP GR (ISCG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)
Ishares Tr Core S&p Us Vlu (IUSV)

View all positions for Gallagher Fiduciary Advisors

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