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FDx Advisors’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

FDx Advisors’s Portfolio SMDV Stock Details SMDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-7,774
Closed -$418K – 1193
2016
Q4 		$418K Buy
+7,774
New +$388K 0.01% 831

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return

FDx Advisors's SMDV Position: Q1 2017 in Review

FDx Advisors sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q1 2017, closing a stake of 7,774 shares — an estimated $418K sold.

FDx Advisors first reported a position in SMDV in Q4 2016 and held it in 1 quarter. The position peaked at $418K in Q4 2016. 50 funds tracked by Wall St. Rank hold SMDV as of Q1 2017.

  • FDx Advisors reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q1 2017 after selling out during the quarter.
  • FDx Advisors sold 7,774 ProShares Russell 2000 Dividend Growers ETF shares in Q1 2017, an estimated $418K.
  • FDx Advisors first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q4 2016 and held it in 1 quarter.
  • FDx Advisors's ProShares Russell 2000 Dividend Growers ETF position peaked at $418K in Q4 2016.
  • 50 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q1 2017.

Based on FDx Advisors's 13F filing for Q1 2017, filed 15 May 2017.