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First Tr Exhcange Traded Fd smid risng etf shares owned by Golden State Equity Partners

Quarter-by-quarter ownership of First Tr Exhcange Traded Fd smid risng etf (SDVY) shares owned by Golden State Equity Partners from 13F filings

Historical chart of Golden State Equity Partners 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 Golden State Equity Partners 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 Golden State Equity Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.1M 167k 36.45
2024-06-30 $4.7M 141k 33.38

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Amazon (AMZN)
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First Tr Exchange-traded Smid Risng Etf (SDVY)
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salesforce (CRM)

View all positions for Golden State Equity Partners

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