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

OneAscent 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
2023 Q2	–	Sell	-17,416	Closed	-$464K	–	170
2023 Q1	$464K	Buy	+17,416	New	+$483K	0.18%	70
2022 Q2	–	Sell	-14,011	Closed	-$390K	–	222
2022 Q1	$390K	Buy	+14,011	New	+$405K	0.19%	110

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OneAscent Wealth Management's SDVY Position: Q2 2023 in Review

OneAscent Wealth Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2023, closing a stake of 17,416 shares — an estimated $464K sold.

OneAscent Wealth Management first reported a position in SDVY in Q1 2022 and held it in 2 quarters. The position peaked at $464K in Q1 2023. 168 funds tracked by Wall St. Rank hold SDVY as of Q2 2023.

OneAscent Wealth Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2023 after selling out during the quarter.
OneAscent Wealth Management sold 17,416 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2023, an estimated $464K.
OneAscent Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and held it in 2 quarters.
OneAscent Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $464K in Q1 2023.
168 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2023.

Based on OneAscent Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.