Householder Group Estate & Retirement Specialist’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Householder Group Estate & Retirement Specialist’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	$113K	Buy	3,169 +516	+19%	+$19.3K	0.08%	143
2024 Q3	$96K	Buy	2,653 +2,150	+427%	+$75.1K	0.03%	372
2024 Q2	$16K	Buy	503 +139	+38%	+$4.68K	﹤0.01%	726
2024 Q1	$12.7K	Buy	364 +30	+9%	+$979	﹤0.01%	765
2023 Q4	$10K	Buy	334 +32	+11%	+$934	﹤0.01%	771
2023 Q3	$8.53K	Buy	+302	New	+$8.82K	﹤0.01%	829
2023 Q1	$8K	Buy	+285	New	+$7.91K	﹤0.01%	863
2022 Q4	–	Sell	-355	Closed	-$8K	–	977
2022 Q3	$8K	Buy	+355	New	+$9.03K	﹤0.01%	788

Other funds holding SDVY

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SDVY Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 19% in Q4 2024, buying an estimated $19.3K and bringing the position to 3,169 shares worth $113K. The position accounts for 0.08% of the portfolio, ranked #143.

Householder Group Estate & Retirement Specialist first reported a position in SDVY in Q3 2022 and has held it in 8 quarters since. 502 funds tracked by Wall St. Rank hold SDVY as of Q4 2024.

Householder Group Estate & Retirement Specialist held 3,169 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $113K as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 516 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2024, an estimated $19.3K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.08% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #143 holding.
Householder Group Estate & Retirement Specialist first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2022 and has held it in 8 quarters since.
502 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.