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SDVYSDVY
Showing 8 of 22 quarters

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

ENVESTNET ASSET MANAGEMENT INC holds 3.4M shares of SDVY (FIRST TR EXCHANGE TRADED FD), worth $145M as of 2026-Q2. The position was decreased (-7.2% shares). SDVY represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$145M

Current Shares

3.4M

Total Value Change

+$52.4M

Total Shares Change

+815,772

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.4M
-7.2%
$145M0.0%$43.14
0
2026-Q1
Increased
3.6M
+10.3%
$142.8M0.0%$39.35
33
2025-Q4
Increased
3.3M
+7.0%
$125.8M0.0%$38.15
32
2025-Q3
Increased
3.1M
+3.1%
$116.6M0.0%$37.72
31
2025-Q2
Decreased
3M
-5.1%
$104.9M0.0%$34.92
0
2025-Q1
Increased
3.1M
+5.3%
$104.9M0.0%$33.04
32
2024-Q4
Increased
3M
+16.9%
$106.6M0.0%$35.20
35
2024-Q3
Increased
2.5M
+25.9%
$92.6M0.0%$35.55
37

Other major holders of SDVY: LPL Financial LLC

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