PURSUE WEALTH PARTNERS LLC SDVY — FIRST TR EXCHANGE-TRADED FD

Ownership history in PURSUE WEALTH PARTNERS LLC  ·  6 quarters on record

AI Ownership Summary

PURSUE WEALTH PARTNERS LLC reported FIRST TR EXCHANGE-TRADED FD (SDVY) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.86% in 2026 Q1. The latest visible filing shows SDVY at 0.86% 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.

What this SDVY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PURSUE WEALTH PARTNERS LLC's position in FIRST TR EXCHANGE-TRADED FD, 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
2026 Q1

SDVY was reported at 0.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 PURSUE WEALTH PARTNERS LLC fund profile PURSUE WEALTH PARTNERS LLC full holdings
How PURSUE WEALTH PARTNERS LLC 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 36,449 +6,130 +20.2% 0.86% $1.4M 2026-04-08 $41.29
2025 Q4 UNCHANGED — — — 30,319 — 0% 0.56% $1.2M 2026-01-26 $40.38
2025 Q3 UNCHANGED — — — 30,319 — 0% 0.63% $1.2M 2025-11-07 $37.52
2025 Q2 ADDED — — — 30,319 +15,620 +106.3% 0.61% $1.1M 2025-08-13 $37.44
2025 Q1 REDUCED 31.2% +5.7% ❌ 14,699 -6,680 -31.2% 0.30% $492K 2025-04-22 $31.17
2024 Q4 INITIATED — — — 21,379 — — 0.44% $766K 2025-02-07 $36.15

🏢 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% Solano Wealth Investment Advisors LLC 8.35% Advantage Trust Co 7.84% Randall & Associates Wealth Management 7.49% JSF Financial, LLC 3Y 6.89% STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 6.04% Decker Wealth Management LLC 5.62% Catalyst Investment Management LLC 4.71% STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 4.66%

FAQ About PURSUE WEALTH PARTNERS LLC and SDVY

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

How long has PURSUE WEALTH PARTNERS LLC reported owning SDVY?

PURSUE WEALTH PARTNERS LLC reported SDVY across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SDVY position in PURSUE WEALTH PARTNERS LLC's portfolio?

The largest reported portfolio weight for SDVY was 0.86% in 2026 Q1.

What is the latest reported SDVY position on this page?

The most recent filing on this page is 2026 Q1, when PURSUE WEALTH PARTNERS LLC reported 36,449 shares, equal to 0.86% of portfolio, with an estimated market value of $1.4M.

What does the chart on this SDVY ownership page compare?

The chart compares PURSUE WEALTH PARTNERS LLC'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 PURSUE WEALTH PARTNERS LLC time their SDVY position?

Based on 13F filing dates vs. subsequent SDVY price moves, PURSUE WEALTH PARTNERS LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on SDVY relative to SPY over the holding period was +0.0%.

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