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First Tr Exhcange Traded Fd smid risng etf shares owned by Independent Wealth Network

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

Historical chart of Independent Wealth Network 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 Independent Wealth Network 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 Independent Wealth Network

Quarter filed Position value Share count Share price at filing
2024-06-30 $500k 15k 33.38
2024-03-31 $405k 12k 34.82

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View all positions for Independent Wealth Network

Top funds holding First Tr Exhcange Traded Fd smid risng etf

LPL Financial
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
UBS Group
Raymond James & Associates
Raymond James Financial Services Advisors
Royal Bank of Canada
Capital Investment Advisors
LVZ Advisors
Branch Banking & Trust Company
Cetera Investment Advisers
Stifel Financial
Envestnet Asset Management
Commonwealth Equity Services

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