SDVY — FIRST TR EXCHANGE-TRADED FD

Ownership history in EWG Elevate Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in FIRST TR EXCHANGE-TRADED FD (SDVY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.16% (2024 Q3)
Avg. % of fund
1.01%
First filed
2024 Q3
Last filed
2025 Q2
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 86,685 +4,140 +5.0% 0.94% $3.1M $35.08
2025 Q1 ADDED 82,545 +1,072 +1.3% 1.03% $2.8M $33.19
2024 Q4 ADDED 81,473 +2,286 +2.9% 0.89% $2.9M $35.36
2024 Q3 INITIATED 79,187 — — 1.16% $2.9M $35.71
% of Fund (quarterly)    SDVY price (monthly, adj. close)

Other funds also holding SDVY

As of 2025 Q4 — sorted by position size

LVZ, Inc. 3Y 7Y 12.02% S Harris Financial Group, LLC 10.25% Solano Wealth Investment Advisors LLC 8.19% Spectrum Wealth Advisory Group, LLC 3Y 7.27% STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 5.87% JSF Financial, LLC 3Y 4.57% Randall & Associates Wealth Management 4.54% Catalyst Investment Management LLC 4.34% PARK NATIONAL CORP /OH/ 3Y 7Y 4.07% Wagner Wealth Management, LLC 3Y 7Y 3.87%
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