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

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

Historical chart of Waterfront Wealth 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 Waterfront Wealth 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 Waterfront Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $255k 7.1k 36.11
2024-06-30 $215k 6.4k 33.38
2024-03-31 $214k 6.4k 33.23
2023-12-31 $214k 6.5k 32.77
2023-06-30 $209k 7.0k 29.88

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View all positions for Waterfront Wealth

Top funds holding First Tr Exhcange Traded Fd smid risng etf

LPL Financial
Wells Fargo & Company
UBS Group
Bank of America Corporation
Royal Bank of Canada
Raymond James & Associates
Raymond James Financial Services Advisors
Capital Investment Advisors
Cetera Investment Advisers
Park National Corp
LVZ Advisors
Branch Banking & Trust Company
Envestnet Asset Management
Stifel Financial
Advisor Group Holdings

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