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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

RJA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

RJFSA

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

Ignite Planners's SDVY Position: Q4 2023 in Review

Ignite Planners sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2023, closing a stake of 13,486 shares — an estimated $371K sold.

Ignite Planners first reported a position in SDVY in Q4 2021 and held it in 8 quarters. The position peaked at $371K in Q3 2023. 237 funds tracked by Wall St. Rank hold SDVY as of Q4 2023.

Ignite Planners reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2023 after selling out during the quarter.
Ignite Planners sold 13,486 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2023, an estimated $371K.
Ignite Planners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and held it in 8 quarters.
Ignite Planners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $371K in Q3 2023.
237 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2023.

Based on Ignite Planners's 13F filing for Q4 2023, filed 9 Jan 2024.