Cedar Brook Financial Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Cedar Brook Financial 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
2022 Q2	–	Sell	-8,976	Closed	-$250K	–	386
2022 Q1	$250K	Buy	8,976 +446	+5%	+$12.9K	0.06%	313
2021 Q4	$258K	Buy	+8,530	New	+$254K	0.07%	311

Other funds holding SDVY

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

RJA

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cedar Brook Financial Partners's SDVY Position: Q2 2022 in Review

Cedar Brook Financial Partners sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2022, closing a stake of 8,976 shares — an estimated $250K sold.

Cedar Brook Financial Partners first reported a position in SDVY in Q4 2021 and held it in 2 quarters. The position peaked at $258K in Q4 2021. 147 funds tracked by Wall St. Rank hold SDVY as of Q2 2022.

Cedar Brook Financial Partners reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2022 after selling out during the quarter.
Cedar Brook Financial Partners sold 8,976 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2022, an estimated $250K.
Cedar Brook Financial Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and held it in 2 quarters.
Cedar Brook Financial Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $258K in Q4 2021.
147 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2022.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2022, filed 12 Aug 2022.