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Fourpath Capital Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Fourpath Capital Management’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,512
Closed -$201K – 667
2024
Q3 		$201K Buy
+5,512
New +$192K 0.04% 220

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Fourpath Capital Management's SDVY Position: Q4 2024 in Review

Fourpath Capital Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2024, closing a stake of 5,512 shares — an estimated $201K sold.

Fourpath Capital Management first reported a position in SDVY in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 502 funds tracked by Wall St. Rank hold SDVY as of Q4 2024.

  • Fourpath Capital Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
  • Fourpath Capital Management sold 5,512 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2024, an estimated $201K.
  • Fourpath Capital Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and held it in 1 quarter.
  • Fourpath Capital Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $201K in Q3 2024.
  • 502 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2024.

Based on Fourpath Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.