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First Tr Exhcange Traded Fd smid risng etf shares owned by Secure Asset Management

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

Historical chart of Secure Asset 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 Secure Asset 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 Secure Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 46k 36.38
2024-06-30 $2.4M 71k 33.38
2024-03-31 $1.1M 31k 34.82

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ssga Active Etf Tr Blackstone Senr (SRLN)
First Tr Exchange-traded Nasdaq Bk Etf (FTXO)
Etfis Ser Tr I Virtus Infrcap (PFFA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Secure Asset 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