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First Tr Exhcange Traded Fd smid risng etf shares owned by Investment Partners

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

Historical chart of Investment Partners 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 Investment Partners 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 Investment Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $741k 21k 34.82
2023-12-31 $687k 21k 32.77
2023-09-30 $585k 21k 28.23
2023-06-30 $572k 20k 28.31
2023-03-31 $538k 20k 26.65

More positions owned by Investment Partners

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Msci Eafe (IEFA)
Eli Lilly & Co. (LLY)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Eafe Etf (EFA)
JPMorgan Chase & Co. (JPM)

View all positions for Investment Partners

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