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Intrua Financial’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Intrua Financial’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
Q1 		– Sell
-114,065
Closed -$3.74M – 445
2023
Q4 		$3.74M Buy
+114,065
New +$3.33M 0.55% 44

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Intrua Financial's SDVY Position: Q1 2024 in Review

Intrua Financial sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2024, closing a stake of 114,065 shares — an estimated $3.74M sold.

Intrua Financial first reported a position in SDVY in Q4 2023 and held it in 1 quarter. The position peaked at $3.74M in Q4 2023. 308 funds tracked by Wall St. Rank hold SDVY as of Q1 2024.

  • Intrua Financial reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2024 after selling out during the quarter.
  • Intrua Financial sold 114,065 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2024, an estimated $3.74M.
  • Intrua Financial first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and held it in 1 quarter.
  • Intrua Financial's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.74M in Q4 2023.
  • 308 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2024.

Based on Intrua Financial's 13F filing for Q1 2024, filed 28 May 2025.