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Bedel Financial Consulting’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bedel Financial Consulting’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 		– Sell
-2,483
Closed -$69K – 759
2022
Q1 		$69K Buy
+2,483
New +$71.7K 0.02% 342

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Bedel Financial Consulting's SDVY Position: Q2 2022 in Review

Bedel Financial Consulting sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2022, closing a stake of 2,483 shares — an estimated $69K sold.

Bedel Financial Consulting first reported a position in SDVY in Q1 2022 and held it in 1 quarter. The position peaked at $69K in Q1 2022. 147 funds tracked by Wall St. Rank hold SDVY as of Q2 2022.

  • Bedel Financial Consulting reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 2,483 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2022, an estimated $69K.
  • Bedel Financial Consulting first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and held it in 1 quarter.
  • Bedel Financial Consulting's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $69K 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 Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.