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RPS Advisory Solutions’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

RPS Advisory Solutions’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
-6,037
Closed -$202K – 97
2024
Q2 		$202K Buy
+6,037
New +$203K 0.19% 80

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UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RPS Advisory Solutions's SDVY Position: Q3 2024 in Review

RPS Advisory Solutions sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2024, closing a stake of 6,037 shares — an estimated $202K sold.

RPS Advisory Solutions first reported a position in SDVY in Q2 2024 and held it in 1 quarter. The position peaked at $202K in Q2 2024. 403 funds tracked by Wall St. Rank hold SDVY as of Q3 2024.

  • RPS Advisory Solutions reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q3 2024 after selling out during the quarter.
  • RPS Advisory Solutions sold 6,037 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2024, an estimated $202K.
  • RPS Advisory Solutions first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and held it in 1 quarter.
  • RPS Advisory Solutions's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $202K 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 RPS Advisory Solutions's 13F filing for Q3 2024, filed 18 Oct 2024.