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First Tr Exhcange Traded Fd smid risng etf shares owned by Golden State Wealth Management

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

Historical chart of Golden State Wealth Management 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 Wealth Management 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 Wealth Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $939k 34k 27.86
2021-12-31 $409k 14k 30.32

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
Ishares Core MF Closed and MF Open (AGG)
Apple Common Stock (AAPL)
First Trust MF Closed and MF Open (FVD)
SPDR S&P MF Closed and MF Open (SPY)
Spdr Portfolio MF Closed and MF Open (SPAB)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
First Trust MF Closed and MF Open (FTCS)
Ishares Msci MF Closed and MF Open (QUAL)
Blackstone Common Stock (BX)
Ishares Msci MF Closed and MF Open (MTUM)
Alphabet Common Stock (GOOGL)
Tesla Common Stock (TSLA)
Principal Us MF Closed and MF Open (USMC)

View all positions for Golden State Wealth Management

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