JIR
SDVY icon

James Investment Research’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

James Investment Research’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
Q1 		– Sell
-247
Closed -$6K – 634
2022
Q4 		$6K Buy
+247
New +$6.41K ﹤0.01% 492

Other funds holding SDVY

LPL Financial
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

James Investment Research's SDVY Position: Q1 2023 in Review

James Investment Research sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2023, closing a stake of 247 shares — an estimated $6K sold.

James Investment Research first reported a position in SDVY in Q4 2022 and held it in 1 quarter. The position peaked at $6K in Q4 2022. 165 funds tracked by Wall St. Rank hold SDVY as of Q1 2023.

  • James Investment Research reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2023 after selling out during the quarter.
  • James Investment Research sold 247 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2023, an estimated $6K.
  • James Investment Research first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2022 and held it in 1 quarter.
  • James Investment Research's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $6K in Q4 2022.
  • 165 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2023.

Based on James Investment Research's 13F filing for Q1 2023, filed 26 Apr 2023.