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

American Portfolios 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
2022 Q3	$203K	Sell	8,786 -40	-0.5%	-$1.02K	0.01%	1013
2022 Q2	$211K	Buy	8,826 +712	+9%	+$18.6K	0.01%	1030
2022 Q1	$226K	Buy	8,114 +410	+5%	+$11.8K	0.01%	1106
2021 Q4	$233K	Buy	7,704 +2,373	+45%	+$70.7K	0.01%	1078
2021 Q3	$151K	Buy	5,331 +2,156	+68%	+$62.4K	0.01%	1265
2021 Q2	$92.4K	Buy	+3,175	New	+$93.6K	﹤0.01%	1462

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

American Portfolios Advisors's SDVY Position: Q3 2022 in Review

American Portfolios Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.45% in Q3 2022, selling an estimated $1.02K and leaving 8,786 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #1013.

American Portfolios Advisors first reported a position in SDVY in Q2 2021 and has held it in 6 quarters since. The position peaked at $233K in Q4 2021. 144 funds tracked by Wall St. Rank hold SDVY as of Q3 2022.

American Portfolios Advisors held 8,786 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $203K as of Q3 2022.
American Portfolios Advisors sold 40 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2022, an estimated $1.02K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1013 holding.
American Portfolios Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2021 and has held it in 6 quarters since.
American Portfolios Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $233K in Q4 2021.
144 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.