Smart Portfolios LLC’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Smart Portfolios LLC’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	-46,788	Closed	-$1.25M	–	44
2023 Q1	$1.25M	Sell	46,788 -112	-0.2%	-$3.11K	2.2%	14
2022 Q4	$1.22M	Buy	+46,900	New	+$1.22M	2.44%	12
2022 Q2	$1.1M	Sell	40,034 -162	-0.4%	-$4.24K	2.22%	13
2022 Q1	$1.12M	Buy	+40,196	New	+$1.16M	1.77%	20

Other funds holding SDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Smart Portfolios LLC's SDVY Position: Q2 2023 in Review

Smart Portfolios LLC sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2023, closing a stake of 46,788 shares — an estimated $1.25M sold.

Smart Portfolios LLC first reported a position in SDVY in Q1 2022 and held it in 4 quarters. The position peaked at $1.25M in Q1 2023. 167 funds tracked by Wall St. Rank hold SDVY as of Q2 2023.

Smart Portfolios LLC reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2023 after selling out during the quarter.
Smart Portfolios LLC sold 46,788 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2023, an estimated $1.25M.
Smart Portfolios LLC first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and held it in 4 quarters.
Smart Portfolios LLC's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.25M in Q1 2023.
167 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2023.

Based on Smart Portfolios LLC's 13F filing for Q2 2023, filed 14 Jul 2023.