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

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

Historical chart of Goldenstone 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 Goldenstone 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 Goldenstone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0M 80k 38.32

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First Tr Exchng Traded Fd Vi Etf (BUFZ)
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View all positions for Goldenstone Wealth Management

Top funds holding First Tr Exhcange Traded Fd smid risng etf

LPL Financial
Raymond James Financial
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Cetera Investment Advisers
UBS Group
Royal Bank of Canada
Capital Investment Advisors
Stifel Financial
Park National Corp
Commonwealth Equity Services
HighTower Advisors
Envestnet Asset Management
Advisor Group Holdings
Harbour Investments
LVZ Advisors

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