Atticus Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Atticus Wealth 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
2024 Q2	–	Sell	-29	Closed	-$1.01K	–	559
2024 Q1	$1.01K	Hold	29	–	–	﹤0.01%	507
2023 Q4	$951	Sell	29 -30	-51%	-$876	﹤0.01%	515
2023 Q3	$1.67K	Hold	59	–	–	﹤0.01%	512
2023 Q2	$1.67K	Hold	59	–	–	﹤0.01%	505
2023 Q1	$1.57K	Hold	59	–	–	﹤0.01%	483
2022 Q4	$1.54K	Hold	59	–	–	﹤0.01%	474
2022 Q3	$1K	Hold	59	–	–	﹤0.01%	556
2022 Q2	$1K	Hold	59	–	–	﹤0.01%	590
2022 Q1	$2K	Buy	+59	New	+$1.7K	﹤0.01%	534

Other funds holding SDVY

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

Bank of America

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

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

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

Royal Bank of Canada

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

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return