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First Tr Exhcange Traded Fd smid risng etf shares owned by World Equity Group

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

Historical chart of World Equity Group 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 World Equity Group 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 World Equity Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.2M 116k 36.38
2024-06-30 $3.6M 109k 33.38
2024-03-31 $3.8M 108k 34.82
2023-09-30 $1.4M 64k 22.39
2023-06-30 $938k 33k 28.31

More positions owned by World Equity Group

Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)
Meta Platforms Cl A (META)
Spdr Gold Tr Gold Shs (GLD)

View all positions for World Equity Group

Top funds holding First Tr Exhcange Traded Fd smid risng etf

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

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