JP Morgan Private Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$3.18M	Sell	112,510 -1,287	-1%	-$37.6K	0.01%	611
2023 Q2	$3.22M	Sell	113,797 -12,976	-10%	-$344K	0.02%	428
2023 Q1	$3.38M	Sell	126,773 -11,351	-8%	-$315K	0.01%	704
2022 Q4	$3.6M	Buy	138,124 +6,864	+5%	+$178K	0.01%	665
2022 Q3	$3.04M	Buy	131,260 +23,453	+22%	+$597K	0.01%	707
2022 Q2	$2.57M	Buy	107,807 +9,177	+9%	+$240K	0.01%	759
2022 Q1	$2.75M	Buy	98,630 +52,018	+112%	+$1.5M	0.01%	802
2021 Q4	$1.41M	Buy	+46,612	New	+$1.39M	﹤0.01%	1074

Other funds holding SDVY

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

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

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

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

RJA

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SDVY Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.1% in Q3 2023, selling an estimated $37.6K and leaving 112,510 shares worth $3.18M. The position accounts for 0.01% of the portfolio, ranked #611.

JP Morgan Private Wealth Advisors first reported a position in SDVY in Q4 2021 and has held it in 8 quarters since. The position peaked at $3.6M in Q4 2022. 178 funds tracked by Wall St. Rank hold SDVY as of Q3 2023.

JP Morgan Private Wealth Advisors held 112,510 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.18M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,287 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2023, an estimated $37.6K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #611 holding.
JP Morgan Private Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 8 quarters since.
JP Morgan Private Wealth Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.6M in Q4 2022.
178 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.