Andesa Financial Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Andesa Financial Management’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 Q2	–	Sell	-41,591	Closed	-$1.16M	–	146
2022 Q1	$1.16M	Buy	+41,591	New	+$1.2M	0.62%	50

Other funds holding SDVY

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

RJA

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

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

RJFSA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

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

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

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

Andesa Financial Management's SDVY Position: Q2 2022 in Review

Andesa Financial Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2022, closing a stake of 41,591 shares — an estimated $1.16M sold.

Andesa Financial Management first reported a position in SDVY in Q1 2022 and held it in 1 quarter. The position peaked at $1.16M in Q1 2022. 147 funds tracked by Wall St. Rank hold SDVY as of Q2 2022.

Andesa Financial Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2022 after selling out during the quarter.
Andesa Financial Management sold 41,591 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2022, an estimated $1.16M.
Andesa Financial Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and held it in 1 quarter.
Andesa Financial Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.16M in Q1 2022.
147 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2022.

Based on Andesa Financial Management's 13F filing for Q2 2022, filed 27 Jul 2022.