AlphaMark Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

AlphaMark Advisors’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
2024 Q4	$31K	Buy	+875	New	+$32.7K	0.01%	302
2023 Q1	–	Sell	-2,500	Closed	-$65K	–	657
2022 Q4	$65K	Buy	+2,500	New	+$64.9K	0.03%	187

Other funds holding SDVY

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AlphaMark Advisors's SDVY Position: Q4 2024 in Review

AlphaMark Advisors opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2024: 875 shares worth $31K. The stake represents 0.01% of the portfolio and ranks #302 among its holdings. This is a return to the name: AlphaMark Advisors previously reported a position in SDVY as recently as Q4 2022.

AlphaMark Advisors first reported a position in SDVY in Q4 2022 and has held it in 2 quarters since. The position peaked at $65K in Q4 2022. 502 funds tracked by Wall St. Rank hold SDVY as of Q4 2024.

AlphaMark Advisors held 875 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $31K as of Q4 2024.
First Trust SMID Cap Rising Dividend Achievers ETF was a new AlphaMark Advisors position in Q4 2024.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of AlphaMark Advisors's portfolio in Q4 2024, its #302 holding.
AlphaMark Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2022 and has held it in 2 quarters since.
AlphaMark Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $65K in Q4 2022.
502 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.