CJ
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Caitlin John’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Caitlin John’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
Q1 		– Sell
-9
Closed -$308 – 926
2023
Q4 		$308 Buy
+9
New +$263 ﹤0.01% 829

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Caitlin John's SDVY Position: Q1 2024 in Review

Caitlin John sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2024, closing a stake of 9 shares — an estimated $308 sold.

Caitlin John first reported a position in SDVY in Q4 2023 and held it in 1 quarter. The position peaked at $308 in Q4 2023. 308 funds tracked by Wall St. Rank hold SDVY as of Q1 2024.

  • Caitlin John reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2024 after selling out during the quarter.
  • Caitlin John sold 9 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2024, an estimated $308.
  • Caitlin John first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and held it in 1 quarter.
  • Caitlin John's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $308 in Q4 2023.
  • 308 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2024.

Based on Caitlin John's 13F filing for Q1 2024, filed 27 Jan 2025.