Claraphi Advisory Network’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Claraphi Advisory Network’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
2022 Q4	$571K	Buy	+21,924	New	+$569K	0.23%	118

Other funds holding SDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

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

RJFSA

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Claraphi Advisory Network's SDVY Position: Q4 2022 in Review

Claraphi Advisory Network opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2022: 21,924 shares worth $571K. The stake represents 0.23% of the portfolio and ranks #118 among its holdings.

155 funds tracked by Wall St. Rank hold SDVY as of Q4 2022.

Claraphi Advisory Network held 21,924 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $571K as of Q4 2022.
First Trust SMID Cap Rising Dividend Achievers ETF was a new Claraphi Advisory Network position in Q4 2022.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.23% of Claraphi Advisory Network's portfolio in Q4 2022, its #118 holding.
155 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.