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Liberty Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Liberty Wealth Management’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
-15,759
Closed -$16K – 256
2024
Q2 		$16K Buy
+15,759
New +$531K ﹤0.01% 230

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $6.84B AUM 17.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Liberty Wealth Management's SDVY Position: Q3 2024 in Review

Liberty Wealth Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2024, closing a stake of 15,759 shares — an estimated $16K sold.

Liberty Wealth Management first reported a position in SDVY in Q2 2024 and held it in 1 quarter. The position peaked at $16K in Q2 2024. 403 funds tracked by Wall St. Rank hold SDVY as of Q3 2024.

  • Liberty Wealth Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q3 2024 after selling out during the quarter.
  • Liberty Wealth Management sold 15,759 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2024, an estimated $16K.
  • Liberty Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and held it in 1 quarter.
  • Liberty Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $16K in Q2 2024.
  • 403 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2024.

Based on Liberty Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.