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Cetera Advisor Networks’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Cetera Advisor Networks’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
Q1 		$23.2M Buy
665,534
+257,664
+63% +$8.41M 0.11% 182
2023
Q4 		$13.4M Buy
407,870
+191,858
+89% +$5.6M 0.07% 278
2023
Q3 		$6.1M Buy
216,012
+5,126
+2% +$150K 0.04% 444
2023
Q2 		$5.97M Sell
210,886
-20,157
-9% -$535K 0.04% 426
2023
Q1 		$6.16M Sell
231,043
-54,977
-19% -$1.53M 0.05% 406
2022
Q4 		$7.45M Buy
286,020
+38,910
+16% +$1.01M 0.06% 336
2022
Q3 		$5.72M Buy
247,110
+40,827
+20% +$1.04M 0.07% 289
2022
Q2 		$4.93M Buy
206,283
+10,831
+6% +$284K 0.06% 317
2022
Q1 		$5.45M Sell
195,452
-4,940
-2% -$143K 0.07% 297
2021
Q4 		$6.07M Buy
200,392
+7,442
+4% +$222K 0.07% 272
2021
Q3 		$5.46M Buy
192,950
+123,527
+178% +$3.57M 0.07% 270
2021
Q2 		$2.02M Buy
69,423
+53,542
+337% +$1.58M 0.03% 537
2021
Q1 		$451K Buy
+15,881
New +$422K 0.01% 929

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Advisor Networks's SDVY Position: Q1 2024 in Review

Cetera Advisor Networks increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 63% in Q1 2024, buying an estimated $8.41M and bringing the position to 665,534 shares worth $23.2M. The position accounts for 0.11% of the portfolio, ranked #182.

Cetera Advisor Networks first reported a position in SDVY in Q1 2021 and has held it in 13 quarters since. 307 funds tracked by Wall St. Rank hold SDVY as of Q1 2024.

  • Cetera Advisor Networks held 665,534 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $23.2M as of Q1 2024.
  • Cetera Advisor Networks bought 257,664 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2024, an estimated $8.41M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.11% of Cetera Advisor Networks's portfolio in Q1 2024, its #182 holding.
  • Cetera Advisor Networks first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2021 and has held it in 13 quarters since.
  • 307 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.