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

First Foundation Advisors’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
2024 Q3	–	Sell	-1,782	Closed	-$216K	–	380
2024 Q2	$216K	Sell	1,782 -244	-12%	-$29.6K	0.01%	318
2024 Q1	$250K	Hold	2,026	–	–	0.01%	309
2023 Q4	$237K	Sell	2,026 -27	-1%	-$2.97K	0.01%	314
2023 Q3	$221K	Sell	2,053 -1,047	-34%	-$119K	0.01%	377
2023 Q2	$351K	Sell	3,100 -445	-13%	-$50.7K	0.02%	287
2023 Q1	$415K	Sell	3,545 -54	-2%	-$6.53K	0.02%	257
2022 Q4	$434K	Hold	3,599	–	–	0.02%	267
2022 Q3	$386K	Buy	3,599 +282	+9%	+$33.8K	0.02%	258
2022 Q2	$390K	Buy	3,317 +400	+14%	+$50.1K	0.02%	275
2022 Q1	$374K	Hold	2,917	–	–	0.01%	303
2021 Q4	$358K	Sell	2,917 -1,910	-40%	-$228K	0.01%	320
2021 Q3	$554K	Buy	4,827 +2,111	+78%	+$247K	0.02%	264
2021 Q2	$317K	Buy	2,716 +181	+7%	+$21.5K	0.01%	353
2021 Q1	$289K	Hold	2,535	–	–	0.01%	341
2020 Q4	$244K	Buy	2,535 +10	+0.4%	+$908	0.01%	360
2020 Q3	$206K	Sell	2,525 -339	-12%	-$28.3K	0.01%	350
2020 Q2	$231K	Sell	2,864 -294	-9%	-$23.5K	0.01%	316
2020 Q1	$232K	Sell	3,158 -941	-23%	-$89.9K	0.01%	305
2019 Q4	$433K	Buy	4,099 +591	+17%	+$60.9K	0.02%	260
2019 Q3	$358K	Buy	3,508 +546	+18%	+$54.4K	0.02%	267
2019 Q2	$295K	Hold	2,962	–	–	0.02%	281
2019 Q1	$291K	Buy	2,962 +40	+1%	+$3.83K	0.02%	271
2018 Q4	$261K	Buy	2,922 +448	+18%	+$42.9K	0.02%	330
2018 Q3	$247K	Hold	2,474	–	–	0.01%	308
2018 Q2	$242K	Hold	2,474	–	–	0.01%	291
2018 Q1	$235K	Sell	2,474 -685	-22%	-$66.9K	0.01%	286
2017 Q4	$311K	Hold	3,159	–	–	0.02%	273
2017 Q3	$296K	Hold	3,159	–	–	0.02%	246
2017 Q2	$291K	Hold	3,159	–	–	0.02%	255
2017 Q1	$288K	Sell	3,159 -1,176	-27%	-$106K	0.02%	266
2016 Q4	$384K	Sell	4,335 -2,412	-36%	-$208K	0.03%	234
2016 Q3	$578K	Sell	6,747 -6,170	-48%	-$533K	0.04%	181
2016 Q2	$1.1M	Buy	12,917 +17	+0.1%	+$1.4K	0.08%	124
2016 Q1	$1.05M	Hold	12,900	–	–	0.08%	121
2015 Q4	$969K	Buy	12,900 +4,300	+50%	+$327K	0.07%	130
2015 Q3	$626K	Buy	8,600 +3,750	+77%	+$280K	0.05%	133
2015 Q2	$364K	Sell	4,850 -150	-3%	-$11.7K	0.03%	174
2015 Q1	$390K	Buy	5,000 +150	+3%	+$11.9K	0.03%	167
2014 Q4	$385K	Hold	4,850	–	–	0.03%	167
2014 Q3	$358K	Hold	4,850	–	–	0.04%	165
2014 Q2	$373K	Buy	+4,850	New	+$362K	0.04%	152

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Foundation Advisors's DVY Position: Q3 2024 in Review

First Foundation Advisors sold out of iShares Select Dividend ETF (DVY) in Q3 2024, closing a stake of 1,782 shares — an estimated $216K sold.

First Foundation Advisors first reported a position in DVY in Q2 2014 and held it in 41 quarters. The position peaked at $1.1M in Q2 2016. 1,254 funds tracked by Wall St. Rank hold DVY as of Q3 2024.

First Foundation Advisors reported no remaining iShares Select Dividend ETF position as of Q3 2024 after selling out during the quarter.
First Foundation Advisors sold 1,782 iShares Select Dividend ETF shares in Q3 2024, an estimated $216K.
First Foundation Advisors first reported a position in iShares Select Dividend ETF in Q2 2014 and held it in 41 quarters.
First Foundation Advisors's iShares Select Dividend ETF position peaked at $1.1M in Q2 2016.
1,254 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.