Pillar Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Pillar Wealth Advisors’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	–	Sell	-12,614	Closed	-$421K	–	54
2024 Q2	$421K	Buy	+12,614	New	+$425K	0.51%	41

Other funds holding SDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $6.84B AUM 17.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Pillar Wealth Advisors's SDVY Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2024, closing a stake of 12,614 shares — an estimated $421K sold.

Pillar Wealth Advisors first reported a position in SDVY in Q2 2024 and held it in 1 quarter. The position peaked at $421K in Q2 2024. 403 funds tracked by Wall St. Rank hold SDVY as of Q3 2024.

Pillar Wealth Advisors reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q3 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 12,614 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2024, an estimated $421K.
Pillar Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and held it in 1 quarter.
Pillar Wealth Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $421K in Q2 2024.
403 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.