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 $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $672B AUM 33.48% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Atticus Wealth Management's SDVY Position: Q2 2024 in Review

Atticus Wealth Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2024, closing a stake of 29 shares — an estimated $1.01K sold.

Atticus Wealth Management first reported a position in SDVY in Q1 2022 and held it in 9 quarters. The position peaked at $2K in Q1 2022. 340 funds tracked by Wall St. Rank hold SDVY as of Q2 2024.

Atticus Wealth Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2024 after selling out during the quarter.
Atticus Wealth Management sold 29 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2024, an estimated $1.01K.
Atticus Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and held it in 9 quarters.
Atticus Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2K in Q1 2022.
340 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2024.

Based on Atticus Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.