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Peterson Financial Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Peterson Financial Group’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 		$24.2K Buy
+666
New +$23.3K 0.09% 137

Other funds holding SDVY

LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Peterson Financial Group's SDVY Position: Q3 2024 in Review

Peterson Financial Group opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2024: 666 shares worth $24.2K. The stake represents 0.09% of the portfolio and ranks #137 among its holdings.

404 funds tracked by Wall St. Rank hold SDVY as of Q3 2024.

  • Peterson Financial Group held 666 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $24.2K as of Q3 2024.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new Peterson Financial Group position in Q3 2024.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.09% of Peterson Financial Group's portfolio in Q3 2024, its #137 holding.
  • 404 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.