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North Star Investment Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

North Star Investment 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
-472
Closed -$16.4K – 1227
2024
Q1 		$16.4K Buy
+472
New +$15.4K ﹤0.01% 777

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

North Star Investment Management's SDVY Position: Q2 2024 in Review

North Star Investment Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2024, closing a stake of 472 shares — an estimated $16.4K sold.

North Star Investment Management first reported a position in SDVY in Q1 2024 and held it in 1 quarter. The position peaked at $16.4K in Q1 2024. 339 funds tracked by Wall St. Rank hold SDVY as of Q2 2024.

  • North Star Investment Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2024 after selling out during the quarter.
  • North Star Investment Management sold 472 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2024, an estimated $16.4K.
  • North Star Investment Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and held it in 1 quarter.
  • North Star Investment Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $16.4K in Q1 2024.
  • 339 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2024.

Based on North Star Investment Management's 13F filing for Q2 2024, filed 6 Aug 2024.