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Insight Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Insight Advisors’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
Q1 		– Sell
-14,573
Closed -$442K – 343
2021
Q4 		$442K Buy
14,573
+218
+2% +$6.49K 0.13% 192
2021
Q3 		$436K Buy
+14,355
New +$415K 0.13% 193

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Insight Advisors's SDVY Position: Q1 2022 in Review

Insight Advisors sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2022, closing a stake of 14,573 shares — an estimated $442K sold.

Insight Advisors first reported a position in SDVY in Q3 2021 and held it in 2 quarters. The position peaked at $442K in Q4 2021. 136 funds tracked by Wall St. Rank hold SDVY as of Q1 2022.

  • Insight Advisors reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2022 after selling out during the quarter.
  • Insight Advisors sold 14,573 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2022, an estimated $442K.
  • Insight Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2021 and held it in 2 quarters.
  • Insight Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $442K in Q4 2021.
  • 136 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2022.

Based on Insight Advisors's 13F filing for Q1 2022, filed 13 May 2022.