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First Tr Exhcange Traded Fd smid risng etf shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $412k 9.6k 43.14

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Apple (AAPL)

View all positions for Holistic Planning

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
Harbour Investments
Stifel Financial
Commonwealth Equity Services
Park National Corp
Envestnet Asset Management
Advisor Group Holdings

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