First Tr Exhcange Traded Fd smid risng etf shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of First Tr Exhcange Traded Fd smid risng etf (SDVY) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in First Tr Exhcange Traded Fd smid risng etf
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Quarterly reported holdings in First Tr Exhcange Traded Fd smid risng etf by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.4M | 242k | 34.82 |
| 2023-12-31 | $10M | 317k | 32.77 |
| 2023-09-30 | $8.4M | 299k | 28.23 |
| 2023-06-30 | $8.5M | 300k | 28.31 |
| 2023-03-31 | $7.8M | 293k | 26.65 |
| 2022-12-31 | $6.9M | 265k | 26.05 |
| 2022-09-30 | $6.2M | 266k | 23.13 |
| 2022-06-30 | $6.0M | 250k | 23.88 |
| 2022-03-31 | $5.2M | 192k | 26.83 |
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