BFEC
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Benjamin F. Edwards & Company’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$328K Buy
15,783
+3,203
+25% +$67.7K 0.01% 793
2024
Q1 		$277K Buy
+12,580
New +$262K 0.01% 816

Other funds holding SDVD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Benjamin F. Edwards & Company's SDVD Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 25% in Q2 2024, buying an estimated $67.7K and bringing the position to 15,783 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #793.

Benjamin F. Edwards & Company first reported a position in SDVD in Q1 2024 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold SDVD as of Q2 2024.

  • Benjamin F. Edwards & Company held 15,783 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $328K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 3,203 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2024, an estimated $67.7K.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #793 holding.
  • Benjamin F. Edwards & Company first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2024 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.