Cape Investment Advisory’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Cape Investment Advisory’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
2023 Q4	–	Sell	-100	Closed	-$2.82K	–	1205
2023 Q3	$2.82K	Hold	100	–	–	﹤0.01%	758
2023 Q2	$2.83K	Buy	+100	New	+$2.65K	﹤0.01%	738

Other funds holding SDVY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Cape Investment Advisory's SDVY Position: Q4 2023 in Review

Cape Investment Advisory sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2023, closing a stake of 100 shares — an estimated $2.82K sold.

Cape Investment Advisory first reported a position in SDVY in Q2 2023 and held it in 2 quarters. The position peaked at $2.83K in Q2 2023. 236 funds tracked by Wall St. Rank hold SDVY as of Q4 2023.

Cape Investment Advisory reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2023 after selling out during the quarter.
Cape Investment Advisory sold 100 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2023, an estimated $2.82K.
Cape Investment Advisory first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2023 and held it in 2 quarters.
Cape Investment Advisory's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.83K in Q2 2023.
236 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2023.

Based on Cape Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.