Ameritas Investment Company’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Ameritas Investment Company’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
2020 Q2	–	Sell	-610	Closed	-$9K	–	1374
2020 Q1	$9K	Buy	+610	New	+$11.8K	﹤0.01%	1240
2019 Q4	–	Sell	-610	Closed	-$12K	–	1391
2019 Q3	$12K	Buy	+610	New	+$12.3K	﹤0.01%	1081
2019 Q1	–	Sell	-610	Closed	-$11K	–	1647
2018 Q4	$11K	Buy	+610	New	+$11.8K	﹤0.01%	1026

Other funds holding SDVY

FAIM

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

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

Ameritas Investment Company's SDVY Position: Q2 2020 in Review

Ameritas Investment Company sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2020, closing a stake of 610 shares — an estimated $9K sold.

Ameritas Investment Company first reported a position in SDVY in Q4 2018 and held it in 3 quarters. The position peaked at $12K in Q3 2019. 11 funds tracked by Wall St. Rank hold SDVY as of Q2 2020.

Ameritas Investment Company reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 610 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2020, an estimated $9K.
Ameritas Investment Company first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2018 and held it in 3 quarters.
Ameritas Investment Company's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $12K in Q3 2019.
11 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.