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Moisand Fitzgerald Tamayo’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Moisand Fitzgerald Tamayo’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
Q4 		– Sell
-36
Closed -$1.31K – 633
2024
Q3 		$1.31K Buy
+36
New +$1.26K ﹤0.01% 556

Other funds holding SDVY

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Moisand Fitzgerald Tamayo's SDVY Position: Q4 2024 in Review

Moisand Fitzgerald Tamayo sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2024, closing a stake of 36 shares — an estimated $1.31K sold.

Moisand Fitzgerald Tamayo first reported a position in SDVY in Q3 2024 and held it in 1 quarter. The position peaked at $1.31K in Q3 2024. 502 funds tracked by Wall St. Rank hold SDVY as of Q4 2024.

  • Moisand Fitzgerald Tamayo reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 36 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2024, an estimated $1.31K.
  • Moisand Fitzgerald Tamayo first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.31K in Q3 2024.
  • 502 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2024, filed 4 Feb 2025.