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First Tr Exhcange Traded Fd smid risng etf shares owned by LRI Investments

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

Historical chart of LRI Investments 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 LRI Investments 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 LRI Investments

Quarter filed Position value Share count Share price at filing
2024-12-31 $538k 15k 35.85
2024-09-30 $575k 15k 38.30

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Assured Guaranty Stock (AGO)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Amazon Stock (AMZN)
Meta Platforms Inc Cl A Stock (META)
Apple Stock (AAPL)
Trane Technologies Stock (TT)
Dimensional International Small Cap Value Etf Etf (DISV)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Vanguard Real Estate Etf Etf (VNQ)

View all positions for LRI Investments

Top funds holding First Tr Exhcange Traded Fd smid risng etf

LPL Financial
Morgan Stanley
Wells Fargo & Company
Raymond James Financial
Bank of America Corporation
UBS Group
Royal Bank of Canada
Raymond James & Associates
Raymond James Financial Services Advisors
Capital Investment Advisors
Cetera Investment Advisers
Envestnet Asset Management
Park National Corp
Stifel Financial
LVZ Advisors

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