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Fulcrum Equity Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Fulcrum Equity 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
2021
Q3 		– Sell
-21,614
Closed -$629K – 224
2021
Q2 		$629K Buy
+21,614
New +$638K 0.23% 91

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $158M AUM 5.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fulcrum Equity Management's SDVY Position: Q3 2021 in Review

Fulcrum Equity Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2021, closing a stake of 21,614 shares — an estimated $629K sold.

Fulcrum Equity Management first reported a position in SDVY in Q2 2021 and held it in 1 quarter. The position peaked at $629K in Q2 2021. 51 funds tracked by Wall St. Rank hold SDVY as of Q3 2021.

  • Fulcrum Equity Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q3 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 21,614 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2021, an estimated $629K.
  • Fulcrum Equity Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2021 and held it in 1 quarter.
  • Fulcrum Equity Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $629K in Q2 2021.
  • 51 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2021.

Based on Fulcrum Equity Management's 13F filing for Q3 2021, filed 25 Jan 2022.