Elite Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Elite Wealth Management’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
2022 Q3	–	Sell	-20,720	Closed	-$495K	–	55
2022 Q2	$495K	Sell	20,720 -298	-1%	-$7.8K	0.07%	37
2022 Q1	$586K	Sell	21,018 -1,729	-8%	-$49.9K	0.1%	35
2021 Q4	$689K	Sell	22,747 -626	-3%	-$18.6K	0.1%	35
2021 Q3	$661K	Buy	23,373 +926	+4%	+$26.8K	0.13%	38
2021 Q2	$653K	Buy	+22,447	New	+$662K	0.06%	35

Other funds holding SDVY

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

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

RJA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Elite Wealth Management's SDVY Position: Q3 2022 in Review

Elite Wealth Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2022, closing a stake of 20,720 shares — an estimated $495K sold.

Elite Wealth Management first reported a position in SDVY in Q2 2021 and held it in 5 quarters. The position peaked at $689K in Q4 2021. 144 funds tracked by Wall St. Rank hold SDVY as of Q3 2022.

Elite Wealth Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q3 2022 after selling out during the quarter.
Elite Wealth Management sold 20,720 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2022, an estimated $495K.
Elite Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2021 and held it in 5 quarters.
Elite Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $689K in Q4 2021.
144 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2022.

Based on Elite Wealth Management's 13F filing for Q3 2022, filed 28 Oct 2022.