First Tr Exhcange Traded Fd smid risng etf shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of First Tr Exhcange Traded Fd smid risng etf (SDVY) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in First Tr Exhcange Traded Fd smid risng etf
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Quarterly reported holdings in First Tr Exhcange Traded Fd smid risng etf by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 41k | 38.02 |
| 2025-06-30 | $1.4M | 39k | 35.28 |
| 2025-03-31 | $1.3M | 39k | 33.50 |
| 2024-12-31 | $1.2M | 33k | 35.85 |
| 2024-09-30 | $746k | 21k | 36.38 |
| 2024-06-30 | $564k | 17k | 33.38 |
| 2024-03-31 | $537k | 15k | 34.82 |
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