FSB PREMIER WEALTH MANAGEMENT, INC. SDVY — FIRST TR EXCHANGE TRADED FD VI SMID RISNG ETF

Ownership history in FSB PREMIER WEALTH MANAGEMENT, INC.  ·  16 quarters on record

AI Ownership Summary

FSB PREMIER WEALTH MANAGEMENT, INC. reported FIRST TR EXCHANGE TRADED FD VI SMID RISNG ETF (SDVY) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.29% in 2023 Q4. The latest visible filing shows SDVY at 1.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SDVY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FSB PREMIER WEALTH MANAGEMENT, INC.'s position in FIRST TR EXCHANGE TRADED FD VI SMID RISNG ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SDVY was reported at 1.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.29% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SDVY stock page FSB PREMIER WEALTH MANAGEMENT, INC. fund profile FSB PREMIER WEALTH MANAGEMENT, INC. full holdings
How FSB PREMIER WEALTH MANAGEMENT, INC. held SDVY — position size vs. price
% of Fund (quarterly)    SDVY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 107,567 +885 +0.8% 1.31% $4.1M 2026-02-14 (Est.) $42.07
2025 Q3 REDUCED — — — 106,682 -2,396 -2.2% 1.33% $4.1M 2025-10-31 $37.11
2025 Q2 REDUCED 6.3% +8.0% ❌ 109,078 -7,357 -6.3% 1.37% $3.8M 2025-08-15 $36.62
2025 Q1 ADDED — — — 116,435 +5,967 +5.4% 1.52% $3.9M 2025-05-08 $33.36
2024 Q4 ADDED — — — 110,468 +38,778 +54.1% 1.59% $4.0M 2025-02-12 $35.73
2024 Q3 REDUCED 32.5% -1.4% ✅ 71,690 -34,468 -32.5% 1.07% $2.6M 2024-11-14 $37.50
2024 Q2 REDUCED 14.2% +9.4% ❌ 106,158 -17,514 -14.2% 1.60% $3.5M 2024-08-02 $33.33
2024 Q1 REDUCED 11.5% -4.7% ✅ 123,672 -16,050 -11.5% 2.00% $4.3M 2024-05-10 $33.43
2023 Q4 REDUCED — — — 139,722 -2,388 -1.7% 2.29% $4.6M 2024-02-09 $31.26
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SDVY

As of 2026 Q1 — sorted by position size

LVZ, Inc. 3Y 7Y 12.03% S Harris Financial Group, LLC 10.23% Randall & Associates Wealth Management 7.49% Catalyst Investment Management LLC 4.71% STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 4.66% Econ Financial Services Corp 3Y 7Y 4.42% PARK NATIONAL CORP /OH/ 3Y 7Y 4.17% Boyer Financial Services, Inc. 4.05% LCW Services, LLC 4.02% Wisconsin Wealth Advisors, LLC 4.0%

FAQ About FSB PREMIER WEALTH MANAGEMENT, INC. and SDVY

These are the practical questions this page is built to answer before you even open the full history table.

How long has FSB PREMIER WEALTH MANAGEMENT, INC. reported owning SDVY?

FSB PREMIER WEALTH MANAGEMENT, INC. reported SDVY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SDVY position in FSB PREMIER WEALTH MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for SDVY was 2.29% in 2023 Q4.

What is the latest reported SDVY position on this page?

The most recent filing on this page is 2025 Q4, when FSB PREMIER WEALTH MANAGEMENT, INC. reported 107,567 shares, equal to 1.31% of portfolio, with an estimated market value of $4.1M.

What does the chart on this SDVY ownership page compare?

The chart compares FSB PREMIER WEALTH MANAGEMENT, INC.'s quarterly SDVY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FSB PREMIER WEALTH MANAGEMENT, INC. time their SDVY position?

Based on 13F filing dates vs. subsequent SDVY price moves, FSB PREMIER WEALTH MANAGEMENT, INC. correctly timed 7 out of 15 reported position changes (47%).

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