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Strong Tower Advisory Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Strong Tower Advisory Services’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
-30,303
Closed -$1.1M – 100
2024
Q3 		$1.1M Buy
+30,303
New +$1.06M 0.31% 73

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UBS Group
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Royal Bank of Canada
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CIA
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Strong Tower Advisory Services's SDVY Position: Q4 2024 in Review

Strong Tower Advisory Services sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2024, closing a stake of 30,303 shares — an estimated $1.1M sold.

Strong Tower Advisory Services first reported a position in SDVY in Q3 2024 and held it in 1 quarter. The position peaked at $1.1M in Q3 2024. 502 funds tracked by Wall St. Rank hold SDVY as of Q4 2024.

  • Strong Tower Advisory Services reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
  • Strong Tower Advisory Services sold 30,303 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2024, an estimated $1.1M.
  • Strong Tower Advisory Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and held it in 1 quarter.
  • Strong Tower Advisory Services's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.1M in Q3 2024.
  • 502 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2024.

Based on Strong Tower Advisory Services's 13F filing for Q4 2024, filed 16 Jan 2025.