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Eldridge Investment Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Eldridge Investment 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
2021
Q2 		– Sell
-27,333
Closed -$776K – 117
2021
Q1 		$776K Buy
+27,333
New +$726K 0.3% 52

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RJFSA
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Cetera Investment Advisers
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Eldridge Investment Advisors's SDVY Position: Q2 2021 in Review

Eldridge Investment Advisors sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2021, closing a stake of 27,333 shares — an estimated $776K sold.

Eldridge Investment Advisors first reported a position in SDVY in Q1 2021 and held it in 1 quarter. The position peaked at $776K in Q1 2021. 41 funds tracked by Wall St. Rank hold SDVY as of Q2 2021.

  • Eldridge Investment Advisors reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2021 after selling out during the quarter.
  • Eldridge Investment Advisors sold 27,333 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2021, an estimated $776K.
  • Eldridge Investment Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2021 and held it in 1 quarter.
  • Eldridge Investment Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $776K in Q1 2021.
  • 41 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2021.

Based on Eldridge Investment Advisors's 13F filing for Q2 2021, filed 5 Aug 2021.