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First Tr Exhcange Traded Fd smid risng etf shares owned by Sage Private Wealth Group

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

Historical chart of Sage Private Wealth Group 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 Sage Private Wealth Group 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 Sage Private Wealth Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $20M 585k 33.50
2024-12-31 $21M 573k 35.85
2024-09-30 $21M 575k 36.38

More positions owned by Sage Private Wealth Group

WisdomTree Us Qtly Div Grt (DGRW)
First Trust - American Industrial Renaissance Rba Indl Etf (AIRR)
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iShares Gold Trust Ishares New (IAU)
Imgp Dbi Managed Futures Strategy Imgp Db Imanaged (DBMF)
Spdr Gold Minishares Trust Of Beneficial Interest Spdr Gld Minis (GLDM)
First Trust Developed Markets Ex-us Alphadex Fund Dev Mrk Ex Us (FDT)
Vaneck Uranium And Nuclear Uranium And Nucl (NLR)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Xtrackers Msci Eafe Hedged Equity Etf Xtrack Msci Eafe (DBEF)
Global X MLP & Energy Infrastructure Glb X Mlp Enrg I (MLPX)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)

View all positions for Sage Private Wealth Group

Top funds holding First Tr Exhcange Traded Fd smid risng etf

LPL Financial
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
LVZ Advisors

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