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

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

Historical chart of Trilogy Capital 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 Trilogy Capital 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 Trilogy Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $21M 554k 38.32

More positions owned by Trilogy Capital

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Select Sector Spdr Tr State Street Tec (XLK)
Wisdomtree Tr Emgring Mkts (EMMF)
Spdr Series Trust State Street Spd (SPAB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Select Sector Spdr Tr State Street Ind (XLI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Alps Etf Tr Smith Core Plus (SMTH)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Trilogy Capital

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
Commonwealth Equity Services
Park National Corp
HighTower Advisors
Envestnet Asset Management
LVZ Advisors
Advisor Group Holdings
Harbour Investments

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