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

Cetera Advisors’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	$26.6M	Buy	763,318 +676,723	+781%	+$22.1M	0.21%	98
2023 Q4	$2.84M	Buy	86,595 +25,675	+42%	+$749K	0.04%	406
2023 Q3	$1.72M	Buy	60,920 +3,941	+7%	+$115K	0.03%	520
2023 Q2	$1.61M	Sell	56,979 -1,323	-2%	-$35.1K	0.03%	541
2023 Q1	$1.55M	Sell	58,302 -5,685	-9%	-$158K	0.03%	534
2022 Q4	$1.67M	Sell	63,987 -43,561	-41%	-$1.13M	0.03%	499
2022 Q3	$2.49M	Sell	107,548 -1,230	-1%	-$31.3K	0.07%	313
2022 Q2	$2.6M	Buy	108,778 +9,335	+9%	+$244K	0.06%	323
2022 Q1	$2.77M	Buy	99,443 +68,002	+216%	+$1.96M	0.06%	336
2021 Q4	$953K	Buy	+31,441	New	+$936K	0.02%	623

Other funds holding SDVY

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RJFSA

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

Cetera Advisors's SDVY Position: Q1 2024 in Review

Cetera Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 781% in Q1 2024, buying an estimated $22.1M and bringing the position to 763,318 shares worth $26.6M. The position accounts for 0.21% of the portfolio, ranked #98.

Cetera Advisors first reported a position in SDVY in Q4 2021 and has held it in 10 quarters since. 308 funds tracked by Wall St. Rank hold SDVY as of Q1 2024.

Cetera Advisors held 763,318 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $26.6M as of Q1 2024.
Cetera Advisors bought 676,723 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2024, an estimated $22.1M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.21% of Cetera Advisors's portfolio in Q1 2024, its #98 holding.
Cetera Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 10 quarters since.
308 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2024.

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