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Benchmark Financial Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Benchmark Financial Wealth Advisors’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
Q4 		– Sell
-7,172
Closed -$261K – 110
2024
Q3 		$261K Buy
+7,172
New +$250K 0.09% 84

Other funds holding SDVY

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Benchmark Financial Wealth Advisors's SDVY Position: Q4 2024 in Review

Benchmark Financial Wealth Advisors sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2024, closing a stake of 7,172 shares — an estimated $261K sold.

Benchmark Financial Wealth Advisors first reported a position in SDVY in Q3 2024 and held it in 1 quarter. The position peaked at $261K in Q3 2024. 502 funds tracked by Wall St. Rank hold SDVY as of Q4 2024.

  • Benchmark Financial Wealth Advisors reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 7,172 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2024, an estimated $261K.
  • Benchmark Financial Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and held it in 1 quarter.
  • Benchmark Financial Wealth Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $261K in Q3 2024.
  • 502 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2024.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.