Integrated Wealth Concepts »

First Tr Exhcange Traded Fd smid risng etf shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exhcange Traded Fd smid risng etf by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2023-09-30 $5.2M 183k 28.23
2023-06-30 $4.0M 141k 28.31
2023-03-31 $3.2M 120k 26.65
2022-12-31 $1.8M 71k 26.06
2022-09-30 $1.4M 59k 23.13
2022-06-30 $2.2M 94k 23.88
2022-03-31 $2.4M 85k 27.87

More positions owned by Integrated Wealth Concepts

Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Invesco Optimum MF Closed and MF Open (PDBC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Microsoft Corp Common Stock (MSFT)
Bny Mellon MF Closed and MF Open (BKLC)
Ishares Msci MF Closed and MF Open (USMV)
Schwab Us MF Closed and MF Open (SCHX)
Blackrock Short MF Closed and MF Open (MEAR)
Sector Technology MF Closed and MF Open (XLK)
Dimensional Us MF Closed and MF Open (DFAC)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares Core MF Closed and MF Open (IEFA)

View all positions for Integrated Wealth Concepts

Top funds holding First Tr Exhcange Traded Fd smid risng etf

Wells Fargo & Company
Raymond James & Associates
LVZ Advisors
Raymond James Financial Services Advisors
Branch Banking & Trust Company
Royal Bank of Canada
Bank of America Corporation
UBS Group
Advisor Group Holdings
Stifel Financial
Cambridge Investment Research Advisors
Commonwealth Equity Services
Baird Financial
William Blair $ Company
Private Advisor

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