CSPIA
SDVY icon

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

Cary Street Partners 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
2024
Q4 		– Sell
-19,535
Closed -$711K – 710
2024
Q3 		$711K Buy
19,535
+5,550
+40% +$194K 0.03% 426
2024
Q2 		$467K Buy
13,985
+1,100
+9% +$37K 0.02% 492
2024
Q1 		$449K Buy
12,885
+2,285
+22% +$74.6K 0.02% 476
2023
Q4 		$347K Buy
+10,600
New +$309K 0.02% 502

Other funds holding SDVY

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $7.59B AUM 23.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cary Street Partners Investment Advisory's SDVY Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2024, closing a stake of 19,535 shares — an estimated $711K sold.

Cary Street Partners Investment Advisory first reported a position in SDVY in Q4 2023 and held it in 4 quarters. The position peaked at $711K in Q3 2024. 503 funds tracked by Wall St. Rank hold SDVY as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 19,535 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2024, an estimated $711K.
  • Cary Street Partners Investment Advisory first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $711K in Q3 2024.
  • 503 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.