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

RVW Wealth’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
2023
Q2 		– Sell
-49,452
Closed -$1.32M – 158
2023
Q1 		$1.32M Sell
49,452
-5,596
-10% -$155K 0.16% 63
2022
Q4 		$1.43M Buy
+55,048
New +$1.43M 0.18% 60

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RVW Wealth's SDVY Position: Q2 2023 in Review

RVW Wealth sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2023, closing a stake of 49,452 shares — an estimated $1.32M sold.

RVW Wealth first reported a position in SDVY in Q4 2022 and held it in 2 quarters. The position peaked at $1.43M in Q4 2022. 168 funds tracked by Wall St. Rank hold SDVY as of Q2 2023.

  • RVW Wealth reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2023 after selling out during the quarter.
  • RVW Wealth sold 49,452 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2023, an estimated $1.32M.
  • RVW Wealth first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2022 and held it in 2 quarters.
  • RVW Wealth's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.43M in Q4 2022.
  • 168 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2023.

Based on RVW Wealth's 13F filing for Q2 2023, filed 7 Jul 2023.