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Raymond James Financial Services Advisors’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Raymond James Financial Services Advisors’s Portfolio SDVD Stock Details SDVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$4.28M Buy
193,814
+30,106
+18% +$646K 0.01% 1308
2024
Q2 		$3.41M Buy
163,708
+10,178
+7% +$215K ﹤0.01% 1367
2024
Q1 		$3.38M Buy
+153,530
New +$3.2M 0.01% 1360

Other funds holding SDVD

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Raymond James Financial Services Advisors's SDVD Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 18% in Q3 2024, buying an estimated $646K and bringing the position to 193,814 shares worth $4.28M. The position accounts for 0.01% of the portfolio, ranked #1308.

Raymond James Financial Services Advisors first reported a position in SDVD in Q1 2024 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold SDVD as of Q3 2024.

  • Raymond James Financial Services Advisors held 193,814 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $4.28M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 30,106 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q3 2024, an estimated $646K.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1308 holding.
  • Raymond James Financial Services Advisors first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2024 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.