SFG Wealth Management »

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

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

Historical chart of SFG Wealth 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 SFG Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exhcange Traded Fd smid risng etf by SFG Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $756k 22k 34.82
2023-12-31 $657k 20k 32.77
2023-09-30 $459k 16k 28.23

More positions owned by SFG Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Simplify Exchange Traded Fun Simplify Us Eqt (SPBC)
Visa Com Cl A (V)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Microsoft Corporation (MSFT)
General Electric Com New (GE)
Apple (AAPL)
Spdr Ser Tr Nyse Tech Etf (XNTK)

View all positions for SFG Wealth Management

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