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

Clarus Wealth 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
Q4 		– Sell
-5,849
Closed -$212K – 136
2024
Q3 		$212K Buy
+5,849
New +$204K 0.11% 127
2024
Q1 		– Sell
-7,788
Closed -$245K – 140
2023
Q4 		$245K Buy
+7,788
New +$227K 0.15% 102

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clarus Wealth Advisors's SDVY Position: Q4 2024 in Review

Clarus Wealth Advisors sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2024, closing a stake of 5,849 shares — an estimated $212K sold.

Clarus Wealth Advisors first reported a position in SDVY in Q4 2023 and held it in 2 quarters. The position peaked at $245K in Q4 2023. 503 funds tracked by Wall St. Rank hold SDVY as of Q4 2024.

  • Clarus Wealth Advisors reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
  • Clarus Wealth Advisors sold 5,849 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2024, an estimated $212K.
  • Clarus Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and held it in 2 quarters.
  • Clarus Wealth Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $245K in Q4 2023.
  • 503 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2024.

Based on Clarus Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.