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Aspire Private Capital’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Aspire Private Capital’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 		– Sell
-96
Closed -$3.49K – 541
2024
Q3 		$3.49K Buy
96
+1
+1% +$35 ﹤0.01% 503
2024
Q2 		$3.17K Hold
95
– – ﹤0.01% 517
2024
Q1 		$3.31K Buy
+95
New +$3.1K ﹤0.01% 533

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Aspire Private Capital's SDVY Position: Q4 2024 in Review

Aspire Private Capital sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2024, closing a stake of 96 shares — an estimated $3.49K sold.

Aspire Private Capital first reported a position in SDVY in Q1 2024 and held it in 3 quarters. The position peaked at $3.49K in Q3 2024. 503 funds tracked by Wall St. Rank hold SDVY as of Q4 2024.

  • Aspire Private Capital reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 96 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2024, an estimated $3.49K.
  • Aspire Private Capital first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and held it in 3 quarters.
  • Aspire Private Capital's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.49K in Q3 2024.
  • 503 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.