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Raymond James Financial Services Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Raymond James Financial Services 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 		$154M Buy
4,230,399
+964,056
+30% +$33.7M 0.21% 101
2024
Q2 		$109M Buy
3,266,343
+835,904
+34% +$28.1M 0.16% 127
2024
Q1 		$84.6M Buy
2,430,439
+853,848
+54% +$27.9M 0.13% 163
2023
Q4 		$51.7M Buy
1,576,591
+399,680
+34% +$11.7M 0.08% 226
2023
Q3 		$33.2M Buy
1,176,911
+7,293
+0.6% +$213K 0.06% 302
2023
Q2 		$33.1M Sell
1,169,618
-97,299
-8% -$2.58M 0.06% 307
2023
Q1 		$33.8M Sell
1,266,917
-128,400
-9% -$3.56M 0.06% 288
2022
Q4 		$36.3M Buy
1,395,317
+334,472
+32% +$8.68M 0.07% 255
2022
Q3 		$24.5M Sell
1,060,845
-20,313
-2% -$517K 0.05% 332
2022
Q2 		$25.8M Buy
1,081,158
+305,202
+39% +$7.99M 0.06% 334
2022
Q1 		$21.6M Buy
775,956
+437,948
+130% +$12.6M 0.04% 419
2021
Q4 		$10.2M Buy
338,008
+89,987
+36% +$2.68M 0.02% 676
2021
Q3 		$7.01M Buy
248,021
+62,479
+34% +$1.81M 0.01% 802
2021
Q2 		$5.4M Buy
+185,542
New +$5.47M 0.01% 937

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 30% in Q3 2024, buying an estimated $33.7M and bringing the position to 4,230,399 shares worth $154M. The position accounts for 0.21% of the portfolio, ranked #101.

Raymond James Financial Services Advisors first reported a position in SDVY in Q2 2021 and has held it in 14 quarters since. 404 funds tracked by Wall St. Rank hold SDVY as of Q3 2024.

  • Raymond James Financial Services Advisors held 4,230,399 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $154M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 964,056 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2024, an estimated $33.7M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.21% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #101 holding.
  • Raymond James Financial Services Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2021 and has held it in 14 quarters since.
  • 404 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2024.

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