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

Mattern 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 Q2	–	Sell	-6,111	Closed	-$213K	–	184
2024 Q1	$213K	Sell	6,111 -1,270	-17%	-$41.5K	0.05%	173
2023 Q4	$242K	Sell	7,381 -2,101	-22%	-$61.3K	0.06%	152
2023 Q3	$268K	Sell	9,482 -72,559	-88%	-$2.12M	0.08%	142
2023 Q2	$2.32M	Buy	82,041 +6,170	+8%	+$164K	0.68%	40
2023 Q1	$2.02M	Buy	+75,871	New	+$2.1M	0.67%	47

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

CIA

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Mattern Wealth Management's SDVY Position: Q2 2024 in Review

Mattern Wealth Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2024, closing a stake of 6,111 shares — an estimated $213K sold.

Mattern Wealth Management first reported a position in SDVY in Q1 2023 and held it in 5 quarters. The position peaked at $2.32M in Q2 2023. 340 funds tracked by Wall St. Rank hold SDVY as of Q2 2024.

Mattern Wealth Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2024 after selling out during the quarter.
Mattern Wealth Management sold 6,111 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2024, an estimated $213K.
Mattern Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2023 and held it in 5 quarters.
Mattern Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.32M in Q2 2023.
340 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2024.

Based on Mattern Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.