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Founders Financial Alliance’s ProShares S&P SmallCap 600 Dividend Aristocrats ETF SMDV Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-494
Closed -$23K – 1112
2020
Q3 		$23K Buy
+494
New +$24.1K 0.01% 542

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Founders Financial Alliance's SMDV Position: Q4 2020 in Review

Founders Financial Alliance sold out of ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) in Q4 2020, closing a stake of 494 shares — an estimated $23K sold.

Founders Financial Alliance first reported a position in SMDV in Q3 2020 and held it in 1 quarter. The position peaked at $23K in Q3 2020. 108 funds tracked by Wall St. Rank hold SMDV as of Q4 2020.

  • Founders Financial Alliance reported no remaining ProShares S&P SmallCap 600 Dividend Aristocrats ETF position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 494 ProShares S&P SmallCap 600 Dividend Aristocrats ETF shares in Q4 2020, an estimated $23K.
  • Founders Financial Alliance first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $23K in Q3 2020.
  • 108 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.