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Private Advisory Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Private Advisory 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
Q1 		– Sell
-115,900
Closed -$3.8M – 210
2023
Q4 		$3.8M Buy
115,900
+13,575
+13% +$396K 0.66% 45
2023
Q3 		$2.89M Buy
+102,325
New +$2.99M 0.57% 49

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Private Advisory Group's SDVY Position: Q1 2024 in Review

Private Advisory Group sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2024, closing a stake of 115,900 shares — an estimated $3.8M sold.

Private Advisory Group first reported a position in SDVY in Q3 2023 and held it in 2 quarters. The position peaked at $3.8M in Q4 2023. 307 funds tracked by Wall St. Rank hold SDVY as of Q1 2024.

  • Private Advisory Group reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2024 after selling out during the quarter.
  • Private Advisory Group sold 115,900 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2024, an estimated $3.8M.
  • Private Advisory Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2023 and held it in 2 quarters.
  • Private Advisory Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.8M in Q4 2023.
  • 307 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2024.

Based on Private Advisory Group's 13F filing for Q1 2024, filed 14 May 2024.