Howe & Rusling’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Howe & Rusling’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
2022 Q4	–	Sell	-39	Closed	-$1K	–	888
2022 Q3	$1K	Hold	39	–	–	﹤0.01%	1000
2022 Q2	$1K	Hold	39	–	–	﹤0.01%	993
2022 Q1	$1K	Buy	39 +9	+30%	+$260	﹤0.01%	955
2021 Q4	$1K	Hold	30	–	–	﹤0.01%	954
2021 Q3	$1K	Buy	+30	New	+$868	﹤0.01%	939

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Howe & Rusling's SDVY Position: Q4 2022 in Review

Howe & Rusling sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2022, closing a stake of 39 shares — an estimated $1K sold.

Howe & Rusling first reported a position in SDVY in Q3 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 155 funds tracked by Wall St. Rank hold SDVY as of Q4 2022.

Howe & Rusling reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 39 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2022, an estimated $1K.
Howe & Rusling first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2021 and held it in 5 quarters.
Howe & Rusling's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1K in Q3 2022.
155 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.