Eudaimonia Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Eudaimonia Partners’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 Q1	$226K	Buy	+6,502	New	+$212K	0.05%	235

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

RJA

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

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RJFSA

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

Eudaimonia Partners's SDVY Position: Q1 2024 in Review

Eudaimonia Partners opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2024: 6,502 shares worth $226K. The stake represents 0.05% of the portfolio and ranks #235 among its holdings.

307 funds tracked by Wall St. Rank hold SDVY as of Q1 2024.

Eudaimonia Partners held 6,502 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $226K as of Q1 2024.
First Trust SMID Cap Rising Dividend Achievers ETF was a new Eudaimonia Partners position in Q1 2024.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.05% of Eudaimonia Partners's portfolio in Q1 2024, its #235 holding.
307 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2024.

Based on Eudaimonia Partners's 13F filing for Q1 2024, filed 25 Apr 2024.