Cutler Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Cutler Group’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
2023 Q2	–	Sell	-500	Closed	-$13K	–	4120
2023 Q1	$13K	Hold	500	–	–	﹤0.01%	2169
2022 Q4	$13K	Hold	500	–	–	﹤0.01%	2538
2022 Q3	$11K	Buy	500 +300	+150%	+$7.63K	﹤0.01%	3084
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	3913
2022 Q1	$5K	Buy	+200	New	+$5.78K	﹤0.01%	4170

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cutler Group's SDVY Position: Q2 2023 in Review

Cutler Group sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2023, closing a stake of 500 shares — an estimated $13K sold.

Cutler Group first reported a position in SDVY in Q1 2022 and held it in 5 quarters. The position peaked at $13K in Q1 2023. 168 funds tracked by Wall St. Rank hold SDVY as of Q2 2023.

Cutler Group reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2023 after selling out during the quarter.
Cutler Group sold 500 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2023, an estimated $13K.
Cutler Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and held it in 5 quarters.
Cutler Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $13K in Q1 2023.
168 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2023.

Based on Cutler Group's 13F filing for Q2 2023, filed 18 Jul 2023.