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

B. Riley 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
2022 Q2	$375	Buy	15,714 +2,956	+23%	+$77.4K	﹤0.01%	476
2022 Q1	$356K	Buy	+12,758	New	+$368K	0.03%	406

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 $374B AUM 17.66% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

B. Riley Wealth Management's SDVY Position: Q2 2022 in Review

B. Riley Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 23% in Q2 2022, buying an estimated $77.4K and bringing the position to 15,714 shares worth $375. The position accounts for ﹤0.01% of the portfolio, ranked #476.

B. Riley Wealth Management first reported a position in SDVY in Q1 2022 and has held it in 2 quarters since. The position peaked at $356K in Q1 2022. 147 funds tracked by Wall St. Rank hold SDVY as of Q2 2022.

B. Riley Wealth Management held 15,714 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $375 as of Q2 2022.
B. Riley Wealth Management bought 2,956 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2022, an estimated $77.4K.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #476 holding.
B. Riley Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 2 quarters since.
B. Riley Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $356K 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 B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.