SDVY — FIRST TR EXCHANGE-TRADED FD

Ownership history in JSF Financial, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which JSF Financial, LLC 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
4.57% (2025 Q4)
Avg. % of fund
4.57%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 574,867 — — 4.57% $22.0M $38.32
% 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% 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% Crumly & Associates Inc. 3Y 3.83%
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