First Capital Advisors Group’s iShares Select Dividend ETF DVY Stock Holding History

First Capital Advisors Group’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.5M	Sell	13,219 -9,964	-43%	-$1.14M	0.78%	34
2023 Q1	$2.72M	Sell	23,183 -1,566	-6%	-$189K	1.75%	15
2022 Q4	$2.98M	Buy	+24,749	New	+$2.93M	2.02%	13

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Capital Advisors Group's DVY Position: Q2 2023 in Review

First Capital Advisors Group reduced its iShares Select Dividend ETF (DVY) stake by 43% in Q2 2023, selling an estimated $1.14M and leaving 13,219 shares worth $1.5M. The position accounts for 0.78% of the portfolio, ranked #34.

First Capital Advisors Group first reported a position in DVY in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.98M in Q4 2022. 1,184 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

First Capital Advisors Group held 13,219 shares of iShares Select Dividend ETF worth $1.5M as of Q2 2023.
First Capital Advisors Group sold 9,964 iShares Select Dividend ETF shares in Q2 2023, an estimated $1.14M.
iShares Select Dividend ETF made up 0.78% of First Capital Advisors Group's portfolio in Q2 2023, its #34 holding.
First Capital Advisors Group first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 3 quarters since.
First Capital Advisors Group's iShares Select Dividend ETF position peaked at $2.98M in Q4 2022.
1,184 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.