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First Tr Exhcange Traded Fd smid risng etf shares owned by Presidio Capital Management

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

Historical chart of Presidio Capital Management 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 Presidio Capital Management 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 Presidio Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 338k 36.38
2024-06-30 $9.7M 291k 33.38
2024-03-31 $10M 299k 34.82

More positions owned by Presidio Capital Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Short Treas Bd (SHV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Acwi Ex Us (ACWX)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
General Dynamics Corporation (GD)

View all positions for Presidio Capital Management

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