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Coppell Advisory Solutions Corp’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Coppell Advisory Solutions Corp’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 		$575K Buy
+16,506
New +$539K 0.11% 145
2023
Q1 		– Sell
-2,471
Closed -$64.4K – 908
2022
Q4 		$64.4K Buy
+2,471
New +$64.2K 0.02% 271

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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

Coppell Advisory Solutions Corp's SDVY Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2024: 16,506 shares worth $575K. The stake represents 0.11% of the portfolio and ranks #145 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in SDVY as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in SDVY in Q4 2022 and has held it in 2 quarters since. 307 funds tracked by Wall St. Rank hold SDVY as of Q1 2024.

  • Coppell Advisory Solutions Corp held 16,506 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $575K as of Q1 2024.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.11% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #145 holding.
  • Coppell Advisory Solutions Corp first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2022 and has held it in 2 quarters since.
  • 307 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.