SDVY — FIRST TR EXCHANGE-TRADED FD

Ownership history in Griffith & Werner, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Griffith & Werner, 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
1.8% (2025 Q1)
Avg. % of fund
1.64%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 76,527 -8,074 -9.5% 1.49% $2.9M $38.32
2025 Q3 REDUCED 84,601 -1,576 -1.8% 1.66% $3.2M $37.89
2025 Q1 ADDED 86,177 +18,173 +26.7% 1.80% $2.9M $33.19
2024 Q4 INITIATED 68,004 — — 1.61% $2.4M $35.36
% 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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