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First Tr Exhcange Traded Fd smid risng etf shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors 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 Icon Wealth Advisors 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $158k 4.3k 36.38
2024-03-31 $117k 3.4k 34.82
2023-12-31 $110k 3.4k 32.77

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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