Breiter Capital Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Breiter Capital 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
2021 Q4	–	Sell	-18,070	Closed	-$511K	–	142
2021 Q3	$511K	Hold	18,070	–	–	0.29%	82
2021 Q2	$526K	Buy	+18,070	New	+$533K	0.28%	80

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

RiverTree Advisors Winter Park, Florida $158M AUM 5.18% 1-Year Est. Return

Breiter Capital Management's SDVY Position: Q4 2021 in Review

Breiter Capital Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2021, closing a stake of 18,070 shares — an estimated $511K sold.

Breiter Capital Management first reported a position in SDVY in Q2 2021 and held it in 2 quarters. The position peaked at $526K in Q2 2021. 87 funds tracked by Wall St. Rank hold SDVY as of Q4 2021.

Breiter Capital Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2021 after selling out during the quarter.
Breiter Capital Management sold 18,070 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2021, an estimated $511K.
Breiter Capital Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2021 and held it in 2 quarters.
Breiter Capital Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $526K in Q2 2021.
87 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2021.

Based on Breiter Capital Management's 13F filing for Q4 2021, filed 18 Jan 2022.