Gerald Baker Financial Group »

First Tr Exhcange Traded Fd smid risng etf shares owned by Gerald Baker Financial Group

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

Historical chart of Gerald Baker Financial Group 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 Gerald Baker Financial Group 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 Gerald Baker Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.9M 123k 39.43

More positions owned by Gerald Baker Financial Group

Exxon Mobil Corporation (XOM)
Vanguard Specialized Funds Div App Etf (VIG)
Glacier Ban (GBCI)
National Retail Properties (NNN)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Caterpillar (CAT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Reaves Util Income Com Sh Ben Int (UTG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard World Energy Etf (VDE)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Gerald Baker Financial Group

Top funds holding First Tr Exhcange Traded Fd smid risng etf

LPL Financial
Morgan Stanley
Raymond James Financial
Wells Fargo & Company
Bank of America Corporation
Cetera Investment Advisers
Royal Bank of Canada
UBS Group
Capital Investment Advisors
Stifel Financial
Harbour Investments
Envestnet Asset Management
Park National Corp
Commonwealth Equity Services
HighTower Advisors

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