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Capasso Planning Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Capasso Planning Partners’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
-8,933
Closed -$325K – 141
2024
Q3 		$325K Buy
8,933
+872
+11% +$30.4K 0.1% 115
2024
Q2 		$269K Hold
8,061
– – 0.09% 121
2024
Q1 		$281K Buy
+8,061
New +$263K 0.12% 88

Other funds holding SDVY

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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

Capasso Planning Partners's SDVY Position: Q4 2024 in Review

Capasso Planning Partners sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2024, closing a stake of 8,933 shares — an estimated $325K sold.

Capasso Planning Partners first reported a position in SDVY in Q1 2024 and held it in 3 quarters. The position peaked at $325K in Q3 2024. 502 funds tracked by Wall St. Rank hold SDVY as of Q4 2024.

  • Capasso Planning Partners reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 8,933 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2024, an estimated $325K.
  • Capasso Planning Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and held it in 3 quarters.
  • Capasso Planning Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $325K 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 Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.