SignalPoint Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

SignalPoint Asset Management’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 Q4	–	Sell	-29,803	Closed	-$1.08M	–	274
2024 Q3	$1.08M	Sell	29,803 -2,566	-8%	-$89.6K	0.25%	75
2024 Q2	$1.08M	Sell	32,369 -54,461	-63%	-$1.83M	0.29%	73
2024 Q1	$3.02M	Sell	86,830 -46,943	-35%	-$1.53M	0.83%	26
2023 Q4	$4.38M	Sell	133,773 -6,349	-5%	-$185K	1.29%	12
2023 Q3	$3.96M	Buy	140,122 +33,138	+31%	+$967K	1.26%	12
2023 Q2	$3.03M	Sell	106,984 -2,043	-2%	-$54.2K	0.93%	23
2023 Q1	$2.91M	Buy	109,027 +43,744	+67%	+$1.21M	0.92%	24
2022 Q4	$1.7M	Buy	65,283 +6,481	+11%	+$168K	0.59%	43
2022 Q3	$1.36M	Buy	58,802 +3,390	+6%	+$86.2K	0.52%	49
2022 Q2	$1.32M	Buy	55,412 +2,381	+4%	+$62.4K	0.48%	56
2022 Q1	$1.48M	Buy	+53,031	New	+$1.53M	0.47%	54

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SignalPoint Asset Management's SDVY Position: Q4 2024 in Review

SignalPoint Asset Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2024, closing a stake of 29,803 shares — an estimated $1.08M sold.

SignalPoint Asset Management first reported a position in SDVY in Q1 2022 and held it in 11 quarters. The position peaked at $4.38M in Q4 2023. 503 funds tracked by Wall St. Rank hold SDVY as of Q4 2024.

SignalPoint Asset Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
SignalPoint Asset Management sold 29,803 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2024, an estimated $1.08M.
SignalPoint Asset Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and held it in 11 quarters.
SignalPoint Asset Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $4.38M in Q4 2023.
503 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.