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First Tr Exhcange Traded Fd smid risng etf shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory 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 GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $12k 325 35.85
2024-09-30 $25k 675 36.38
2023-06-30 $0 0 0.00

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Top funds holding First Tr Exhcange Traded Fd smid risng etf

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

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