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First Tr Exhcange Traded Fd smid risng etf shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital 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 SRS Capital Advisors 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.4M 238k 39.43
2025-12-31 $8.8M 229k 38.32
2025-06-30 $7.7M 218k 35.28
2025-03-31 $6.1M 182k 33.50
2024-12-31 $4.0M 111k 35.85

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View all positions for SRS Capital 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