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

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

Historical chart of Maia Wealth 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 Maia Wealth 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 Maia Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.9M 134k 36.27
2024-06-30 $2.9M 82k 34.96

More positions owned by Maia Wealth

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Eafe Value Etf (EFV)
Fs Kkr Capital Corp (FSK)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Vest Nasdaq-100
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100
Ishares Tr Esg Awr Msci Usa (ESGU)
First Tr Exchange-traded Vest Gold Strtgy (BGLD)

View all positions for Maia Wealth

Top funds holding First Tr Exhcange Traded Fd smid risng etf

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

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