Sound Portfolio Advisors »

First Tr Exhcange Traded Fd smid risng etf shares owned by Sound Portfolio Advisors

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

Historical chart of Sound Portfolio 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 Sound Portfolio Advisors 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 Sound Portfolio Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.8M 96k 39.43

More positions owned by Sound Portfolio Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (BIL)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Mmentm (MTUM)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fidelity Covington Trust Enhanced Mid (FMDE)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Exxon Mobil Corporation (XOM)
Ishares Gold Tr Shares Represent (IAUM)

View all positions for Sound Portfolio Advisors

Top funds holding First Tr Exhcange Traded Fd smid risng etf

LPL Financial
Morgan Stanley
Raymond James Financial
Wells Fargo & Company
Bank of America Corporation
Cetera Investment Advisers
Royal Bank of Canada
UBS Group
Capital Investment Advisors
Stifel Financial
Harbour Investments
Envestnet Asset Management
Park National Corp
Commonwealth Equity Services
HighTower Advisors

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