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FinTrust Capital Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

FinTrust Capital 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
2024
Q3 		$628K Sell
17,267
-1,011
-6% -$35.3K 0.11% 158
2024
Q2 		$610K Buy
18,278
+8,684
+91% +$292K 0.11% 155
2024
Q1 		$334K Buy
+9,594
New +$313K 0.06% 213

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FinTrust Capital Advisors's SDVY Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.5% in Q3 2024, selling an estimated $35.3K and leaving 17,267 shares worth $628K. The position accounts for 0.11% of the portfolio, ranked #158.

FinTrust Capital Advisors first reported a position in SDVY in Q1 2024 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold SDVY as of Q3 2024.

  • FinTrust Capital Advisors held 17,267 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $628K as of Q3 2024.
  • FinTrust Capital Advisors sold 1,011 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2024, an estimated $35.3K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.11% of FinTrust Capital Advisors's portfolio in Q3 2024, its #158 holding.
  • FinTrust Capital Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 3 quarters since.
  • 403 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.