Custom Index Systems’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Custom Index Systems’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 Q3	–	Sell	-77,467	Closed	-$2.59M	–	285
2024 Q2	$2.59M	Sell	77,467 -1,115	-1%	-$37.5K	1.48%	13
2024 Q1	$2.74M	Buy	78,582 +25,457	+48%	+$831K	1.56%	9
2023 Q4	$1.74M	Buy	+53,125	New	+$1.55M	1.07%	17

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

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

RJA

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

RJFSA

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Custom Index Systems's SDVY Position: Q3 2024 in Review

Custom Index Systems sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2024, closing a stake of 77,467 shares — an estimated $2.59M sold.

Custom Index Systems first reported a position in SDVY in Q4 2023 and held it in 3 quarters. The position peaked at $2.74M in Q1 2024. 403 funds tracked by Wall St. Rank hold SDVY as of Q3 2024.

Custom Index Systems reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q3 2024 after selling out during the quarter.
Custom Index Systems sold 77,467 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2024, an estimated $2.59M.
Custom Index Systems first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and held it in 3 quarters.
Custom Index Systems's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.74M in Q1 2024.
403 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2024.

Based on Custom Index Systems's 13F filing for Q3 2024, filed 24 Oct 2024.