Leo Wealth LLC’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Leo Wealth LLC’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 Q3	–	Sell	-20,399	Closed	-$674K	–	360
2024 Q2	$674K	Sell	20,399 -39,579	-66%	-$1.33M	0.07%	187
2024 Q1	$2.07M	Buy	59,978 +13,029	+28%	+$425K	0.21%	81
2023 Q4	$1.56M	Buy	+46,949	New	+$1.37M	0.16%	100

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

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

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

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

RJA

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

RJFSA

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Leo Wealth LLC's SDVY Position: Q3 2024 in Review

Leo Wealth LLC sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2024, closing a stake of 20,399 shares — an estimated $674K sold.

Leo Wealth LLC first reported a position in SDVY in Q4 2023 and held it in 3 quarters. The position peaked at $2.07M in Q1 2024. 404 funds tracked by Wall St. Rank hold SDVY as of Q3 2024.

Leo Wealth LLC reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q3 2024 after selling out during the quarter.
Leo Wealth LLC sold 20,399 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2024, an estimated $674K.
Leo Wealth LLC first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and held it in 3 quarters.
Leo Wealth LLC's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.07M in Q1 2024.
404 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2024.

Based on Leo Wealth LLC's 13F filing for Q3 2024, filed 21 Oct 2024.