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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

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