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SDVYSDVY
Showing 8 of 21 quarters

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

ENVESTNET ASSET MANAGEMENT INC holds 3.6M shares of SDVY (FIRST TR EXCHANGE TRADED FD), worth $142.8M as of 2026-Q1. The position was increased (+10.3% shares). SDVY represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$142.8M

Current Shares

3.6M

Total Value Change

+$75.3M

Total Shares Change

+1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
3.6M
+10.3%
$142.8M0.0%$41.59
33
2025-Q4
Increased
3.3M
+7.0%
$125.8M0.0%$38.76
32
2025-Q3
Increased
3.1M
+3.1%
$116.6M0.0%$37.88
31
2025-Q2
Decreased
3M
-5.1%
$104.9M0.0%$35.11
0
2025-Q1
Increased
3.1M
+5.3%
$104.9M0.0%$33.08
32
2024-Q4
Increased
3M
+16.9%
$106.6M0.0%$35.23
35
2024-Q3
Increased
2.5M
+25.9%
$92.6M0.0%$35.58
37
2024-Q2
Increased
2M
+13.9%
$67.5M0.0%$32.64
34

Other major holders of SDVY: LPL Financial LLC

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