Advisor Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Advisor Group’s Portfolio SDVY Stock Details SDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$134K	Hold	6,185	–	–	﹤0.01%	2717
2019 Q3	$125K	Buy	6,185 +4,258	+221%	+$85.6K	﹤0.01%	2715
2019 Q2	$39K	Buy	1,927 +1,575	+447%	+$32K	﹤0.01%	3542
2019 Q1	$7K	Sell	352 -6	-2%	-$118	﹤0.01%	4539
2018 Q4	$6K	Hold	358	–	–	﹤0.01%	4446
2018 Q3	$8K	Hold	358	–	–	﹤0.01%	4397
2018 Q2	$7K	Buy	358 +300	+517%	+$6.3K	﹤0.01%	4262
2018 Q1	$1K	Hold	58	–	–	﹤0.01%	4847
2017 Q4	$1K	Buy	+58	New	+$1.18K	﹤0.01%	4850

Other funds holding SDVY

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Advisor Group's SDVY Position: Q4 2019 in Review

Advisor Group held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q4 2019 at 6,185 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #2717.

Advisor Group first reported a position in SDVY in Q4 2017 and has held it in 9 quarters since. 6 funds tracked by Wall St. Rank hold SDVY as of Q4 2019.

Advisor Group held 6,185 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $134K as of Q4 2019.
Advisor Group left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q4 2019.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2717 holding.
Advisor Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2017 and has held it in 9 quarters since.
6 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.