Ignite Planners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Ignite Planners’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
2023 Q4	–	Sell	-13,486	Closed	-$371K	–	327
2023 Q3	$371K	Buy	13,486 +3,986	+42%	+$116K	0.11%	201
2023 Q2	$266K	Hold	9,500	–	–	0.1%	211
2023 Q1	$248K	Sell	9,500 -835	-8%	-$23.2K	0.1%	214
2022 Q4	$271K	Hold	10,335	–	–	0.11%	197
2022 Q3	$246K	Hold	10,335	–	–	0.2%	144
2022 Q2	$254K	Sell	10,335 -500	-5%	-$13.1K	0.21%	133
2022 Q1	$293K	Buy	10,835 +1,670	+18%	+$48.2K	0.2%	140
2021 Q4	$275K	Buy	+9,165	New	+$273K	0.18%	139

Other funds holding SDVY

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

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

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

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

Truist Financial

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada

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

Bank of America

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return