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First Tr Exhcange Traded Fd smid risng etf shares owned by LFA - Lugano Financial Advisors SA

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

Historical chart of LFA - Lugano Financial Advisors SA 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 LFA - Lugano Financial Advisors SA 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 LFA - Lugano Financial Advisors SA

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 120k 38.02
2025-06-30 $4.5M 127k 35.28
2025-03-31 $6.4M 191k 33.50
2024-12-31 $6.8M 190k 35.85

More positions owned by LFA - Lugano Financial Advisors SA

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Fundamental Emer (FNDE)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust Bloomberg Intl (IBND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Ibonds Dec 29 (IBDU)
New York Life Investments Et Nyli Hedge Multi (QAI)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for LFA - Lugano Financial Advisors SA

Top funds holding First Tr Exhcange Traded Fd smid risng etf

LPL Financial
Morgan Stanley
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
UBS Group
Royal Bank of Canada
Capital Investment Advisors
Stifel Financial
Park National Corp
Commonwealth Equity Services
HighTower Advisors
Envestnet Asset Management
Advisor Group Holdings
Harbour Investments

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