CEDRUS’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

CEDRUS’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 Q3	$2.53M	Buy	69,552 +13,475	+24%	+$470K	0.94%	26
2024 Q2	$1.87M	Sell	56,077 -21,091	-27%	-$710K	0.94%	26
2024 Q1	$2.69M	Buy	77,168 +7,004	+10%	+$229K	1.47%	19
2023 Q4	$2.3M	Buy	70,164 +4,450	+7%	+$130K	1.42%	19
2023 Q3	$1.86M	Buy	65,714 +28,746	+78%	+$839K	1.32%	21
2023 Q2	$1.05M	Buy	36,968 +6,662	+22%	+$177K	0.74%	30
2023 Q1	$808K	Buy	+30,306	New	+$841K	0.57%	34

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

RJA

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

RJFSA

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CEDRUS's SDVY Position: Q3 2024 in Review

CEDRUS increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 24% in Q3 2024, buying an estimated $470K and bringing the position to 69,552 shares worth $2.53M. The position accounts for 0.94% of the portfolio, ranked #26.

CEDRUS first reported a position in SDVY in Q1 2023 and has held it in 7 quarters since. The position peaked at $2.69M in Q1 2024. 403 funds tracked by Wall St. Rank hold SDVY as of Q3 2024.

CEDRUS held 69,552 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.53M as of Q3 2024.
CEDRUS bought 13,475 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2024, an estimated $470K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.94% of CEDRUS's portfolio in Q3 2024, its #26 holding.
CEDRUS first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2023 and has held it in 7 quarters since.
CEDRUS's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.69M in Q1 2024.
403 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2024.

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