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SDSDVD
Showing 8 of 11 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in FIRST TR EXCHANGE-TRADED FD

ENVESTNET ASSET MANAGEMENT INC holds 222,832 shares of SDVD (FIRST TR EXCHANGE-TRADED FD), worth $5.1M as of 2026-Q2. The position was increased (+26.3% shares). SDVD represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$5.1M

Current Shares

222,832

Total Value Change

+$4.4M

Total Shares Change

+187,095

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
222,832
+26.3%
$5.1M0.0%$22.76
33
2026-Q1
Increased
176,505
+0.0%
$3.8M0.0%$20.96
27
2025-Q4
Decreased
176,475
-1.8%
$3.8M0.0%$20.16
0
2025-Q3
Decreased
179,767
-8.9%
$3.9M0.0%$19.89
0
2025-Q2
Decreased
197,333
-33.8%
$4M0.0%$18.46
0
2025-Q1
Decreased
298,033
-5.2%
$6M0.0%$17.59
0
2024-Q4
Increased
314,481
+780.0%
$6.8M0.0%$18.55
44
2024-Q3
Decreased
35,737
-94.5%
$788,3620.0%$18.62
0

Other major holders of SDVD: LPL Financial LLC, Steward Partners Investment Advisory, LLC, RAYMOND JAMES FINANCIAL INC

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