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SDVYSDVY
7 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in FIRST TR EXCHANGE TRADED FD

JONES FINANCIAL COMPANIES LLLP holds 1.5M shares of SDVY (FIRST TR EXCHANGE TRADED FD), worth $58.3M as of 2026-Q1. The position was increased (+35.7% shares). SDVY represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$58.3M

Current Shares

1.5M

Total Value Change

+$55.3M

Total Shares Change

+1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.5M
+35.7%
$58.3M0.0%$41.59
38
2025-Q4
Increased
1.1M
+29.9%
$42.5M0.0%$38.76
37
2025-Q3
Increased
854,178
+27.9%
$32.6M0.0%$37.88
36
2025-Q2
Increased
667,902
+40.6%
$23.6M0.0%$35.11
38
2025-Q1
Increased
475,185
+90.7%
$15.9M0.0%$33.08
44
2024-Q4
Increased
249,236
+207.1%
$8.9M0.0%$35.23
44
2024-Q3
New
81,172
-
$2.9M0.0%$35.58
36

Other major holders of SDVY: LPL Financial LLC

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