TAP Consulting’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

TAP Consulting’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	$8.17M	Sell	228,019 -1,051	-0.5%	-$39.3K	1.67%	10
2024 Q3	$8.33M	Buy	229,070 +7,835	+4%	+$274K	1.64%	10
2024 Q2	$7.38M	Buy	221,235 +45,827	+26%	+$1.54M	1.56%	10
2024 Q1	$6.11M	Buy	175,408 +31,943	+22%	+$1.04M	1.34%	12
2023 Q4	$4.7M	Sell	143,465 -22,632	-14%	-$661K	1.12%	24
2023 Q3	$4.69M	Sell	166,097 -7,559	-4%	-$221K	1.21%	20
2023 Q2	$4.92M	Sell	173,656 -3,551	-2%	-$94.2K	1.21%	19
2023 Q1	$4.72M	Buy	177,207 +76,740	+76%	+$2.13M	1.16%	23
2022 Q4	$2.62M	Buy	100,467 +3,334	+3%	+$86.6K	0.69%	43
2022 Q3	$2.25M	Buy	97,133 +7,328	+8%	+$186K	0.6%	45
2022 Q2	$2.15M	Buy	89,805 +9,637	+12%	+$252K	0.6%	49
2022 Q1	$2.23M	Buy	+80,168	New	+$2.32M	0.59%	47

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

TAP Consulting's SDVY Position: Q4 2024 in Review

TAP Consulting reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.46% in Q4 2024, selling an estimated $39.3K and leaving 228,019 shares worth $8.17M. The position accounts for 1.67% of the portfolio, ranked #10.

TAP Consulting first reported a position in SDVY in Q1 2022 and has held it in 12 quarters since. The position peaked at $8.33M in Q3 2024. 503 funds tracked by Wall St. Rank hold SDVY as of Q4 2024.

TAP Consulting held 228,019 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $8.17M as of Q4 2024.
TAP Consulting sold 1,051 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2024, an estimated $39.3K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.67% of TAP Consulting's portfolio in Q4 2024, its #10 holding.
TAP Consulting first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 12 quarters since.
TAP Consulting's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $8.33M in Q3 2024.
503 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.