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

Sugarloaf Wealth 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 		$1.65K Buy
+46
New +$1.72K ﹤0.01% 634

Other funds holding SDVY

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Sugarloaf Wealth Management's SDVY Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2024: 46 shares worth $1.65K. The stake represents ﹤0.01% of the portfolio and ranks #634 among its holdings.

502 funds tracked by Wall St. Rank hold SDVY as of Q4 2024.

  • Sugarloaf Wealth Management held 46 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.65K as of Q4 2024.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new Sugarloaf Wealth Management position in Q4 2024.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #634 holding.
  • 502 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.