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

Cypress Capital 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
2021
Q4 		– Sell
-7,776
Closed -$220K – 340
2021
Q3 		$220K Sell
7,776
-3,033
-28% -$87.8K 0.03% 263
2021
Q2 		$314K Buy
+10,809
New +$319K 0.04% 238

Other funds holding SDVY

LPL Financial
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $158M AUM 5.18% 1-Year Est. Return

Cypress Capital Group's SDVY Position: Q4 2021 in Review

Cypress Capital Group sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2021, closing a stake of 7,776 shares — an estimated $220K sold.

Cypress Capital Group first reported a position in SDVY in Q2 2021 and held it in 2 quarters. The position peaked at $314K in Q2 2021. 87 funds tracked by Wall St. Rank hold SDVY as of Q4 2021.

  • Cypress Capital Group reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2021 after selling out during the quarter.
  • Cypress Capital Group sold 7,776 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2021, an estimated $220K.
  • Cypress Capital Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2021 and held it in 2 quarters.
  • Cypress Capital Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $314K in Q2 2021.
  • 87 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2021.

Based on Cypress Capital Group's 13F filing for Q4 2021, filed 15 Feb 2022.