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

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

Historical chart of Mariner Wealth Advisors 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 Mariner Wealth Advisors 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 Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.5M 199k 32.77
2023-09-30 $7.9M 278k 28.23
2023-06-30 $8.9M 315k 28.31
2023-03-31 $8.5M 319k 26.65
2022-12-31 $2.6M 99k 26.05

More positions owned by Mariner Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Tesla Motors (TSLA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Mariner Wealth Advisors

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