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B. Riley Wealth Advisors’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

B. Riley Wealth Advisors’s Portfolio SDVD Stock Details SDVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-49,941
Closed -$1.04M – 1416
2024
Q2 		$1.04M Buy
+49,941
New +$1.06M 0.03% 523

Other funds holding SDVD

SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

B. Riley Wealth Advisors's SDVD Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q3 2024, closing a stake of 49,941 shares — an estimated $1.04M sold.

B. Riley Wealth Advisors first reported a position in SDVD in Q2 2024 and held it in 1 quarter. The position peaked at $1.04M in Q2 2024. 51 funds tracked by Wall St. Rank hold SDVD as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 49,941 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q3 2024, an estimated $1.04M.
  • B. Riley Wealth Advisors first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q2 2024 and held it in 1 quarter.
  • B. Riley Wealth Advisors's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $1.04M in Q2 2024.
  • 51 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.