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SDVD icon

CEDRUS’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

CEDRUS’s Portfolio SDVD Stock Details SDVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$792K Buy
35,896
+4,037
+13% +$86.6K 0.29% 68
2024
Q2 		$663K Buy
31,859
+4,996
+19% +$106K 0.33% 60
2024
Q1 		$591K Buy
26,863
+10,194
+61% +$212K 0.32% 61
2023
Q4 		$352K Buy
+16,669
New +$317K 0.22% 100

Other funds holding SDVD

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CEDRUS's SDVD Position: Q3 2024 in Review

CEDRUS increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 13% in Q3 2024, buying an estimated $86.6K and bringing the position to 35,896 shares worth $792K. The position accounts for 0.29% of the portfolio, ranked #68.

CEDRUS first reported a position in SDVD in Q4 2023 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold SDVD as of Q3 2024.

  • CEDRUS held 35,896 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $792K as of Q3 2024.
  • CEDRUS bought 4,037 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q3 2024, an estimated $86.6K.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.29% of CEDRUS's portfolio in Q3 2024, its #68 holding.
  • CEDRUS first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2023 and has held it in 4 quarters since.
  • 51 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.