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Ford Financial Group’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Ford Financial Group’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
2022
Q1 		– Sell
-1,120
Closed -$74 – 439
2021
Q4 		$74 Buy
+1,120
New +$73K 0.01% 188
2021
Q3 		– Sell
-470
Closed -$29K – 469
2021
Q2 		$29K Buy
+470
New +$31.1K 0.01% 255

Other funds holding SMDV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Ford Financial Group's SMDV Position: Q1 2022 in Review

Ford Financial Group sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q1 2022, closing a stake of 1,120 shares — an estimated $74 sold.

Ford Financial Group first reported a position in SMDV in Q2 2021 and held it in 2 quarters. The position peaked at $29K in Q2 2021. 123 funds tracked by Wall St. Rank hold SMDV as of Q1 2022.

  • Ford Financial Group reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 1,120 ProShares Russell 2000 Dividend Growers ETF shares in Q1 2022, an estimated $74.
  • Ford Financial Group first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q2 2021 and held it in 2 quarters.
  • Ford Financial Group's ProShares Russell 2000 Dividend Growers ETF position peaked at $29K in Q2 2021.
  • 123 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.