M&R Capital Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

M&R Capital 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	$8K	Hold	220	–	–	﹤0.01%	415
2024 Q2	$7.34K	Buy	220 +5	+2%	+$168	﹤0.01%	405
2024 Q1	$7.49K	Hold	215	–	–	﹤0.01%	399
2023 Q4	$7.05K	Buy	+215	New	+$6.28K	﹤0.01%	450

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

M&R Capital Management's SDVY Position: Q3 2024 in Review

M&R Capital Management held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q3 2024 at 220 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

M&R Capital Management first reported a position in SDVY in Q4 2023 and has held it in 4 quarters since. 403 funds tracked by Wall St. Rank hold SDVY as of Q3 2024.

M&R Capital Management held 220 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $8K as of Q3 2024.
M&R Capital Management left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q3 2024.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #415 holding.
M&R Capital Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 4 quarters since.
403 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.