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Sweet Financial Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Sweet Financial Partners’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
Q3 		$1.25M Buy
+34,246
New +$1.2M 0.27% 75

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sweet Financial Partners's SDVY Position: Q3 2024 in Review

Sweet Financial Partners opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2024: 34,246 shares worth $1.25M. The stake represents 0.27% of the portfolio and ranks #75 among its holdings.

404 funds tracked by Wall St. Rank hold SDVY as of Q3 2024.

  • Sweet Financial Partners held 34,246 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.25M as of Q3 2024.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new Sweet Financial Partners position in Q3 2024.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.27% of Sweet Financial Partners's portfolio in Q3 2024, its #75 holding.
  • 404 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.