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Founders Financial Securities’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Founders Financial Securities’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
2024
Q1 		– Sell
-4,465
Closed -$290K – 414
2023
Q4 		$290K Buy
+4,465
New +$262K 0.03% 311

Other funds holding SMDV

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Founders Financial Securities's SMDV Position: Q1 2024 in Review

Founders Financial Securities sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q1 2024, closing a stake of 4,465 shares — an estimated $290K sold.

Founders Financial Securities first reported a position in SMDV in Q4 2023 and held it in 1 quarter. The position peaked at $290K in Q4 2023. 132 funds tracked by Wall St. Rank hold SMDV as of Q1 2024.

  • Founders Financial Securities reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q1 2024 after selling out during the quarter.
  • Founders Financial Securities sold 4,465 ProShares Russell 2000 Dividend Growers ETF shares in Q1 2024, an estimated $290K.
  • Founders Financial Securities first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q4 2023 and held it in 1 quarter.
  • Founders Financial Securities's ProShares Russell 2000 Dividend Growers ETF position peaked at $290K in Q4 2023.
  • 132 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q1 2024.

Based on Founders Financial Securities's 13F filing for Q1 2024, filed 17 Apr 2024.