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Bullseye Investment Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bullseye Investment 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 		– Sell
-23,906
Closed -$666K – 65
2022
Q1 		$666K Buy
+23,906
New +$690K 0.57% 22

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RJFSA
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Envestnet Asset Management
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Bullseye Investment Management's SDVY Position: Q2 2022 in Review

Bullseye Investment Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2022, closing a stake of 23,906 shares — an estimated $666K sold.

Bullseye Investment Management first reported a position in SDVY in Q1 2022 and held it in 1 quarter. The position peaked at $666K in Q1 2022. 147 funds tracked by Wall St. Rank hold SDVY as of Q2 2022.

  • Bullseye Investment Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2022 after selling out during the quarter.
  • Bullseye Investment Management sold 23,906 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2022, an estimated $666K.
  • Bullseye Investment Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and held it in 1 quarter.
  • Bullseye Investment Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $666K 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 Bullseye Investment Management's 13F filing for Q2 2022, filed 20 Jul 2022.