FFA
SMDV icon

Founders Financial Alliance’s ProShares Russell 2000 Dividend Growers 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 $1.66T 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Founders Financial Alliance sold out of ProShares Russell 2000 Dividend Growers 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 Russell 2000 Dividend Growers ETF position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 494 ProShares Russell 2000 Dividend Growers ETF shares in Q4 2020, an estimated $23K.
  • Founders Financial Alliance first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's ProShares Russell 2000 Dividend Growers ETF position peaked at $23K in Q3 2020.
  • 108 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q4 2020.

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