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 $377B AUM 19.32% 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

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

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

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

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