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Tidal Investments’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Tidal Investments’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
2022
Q3 		– Sell
-29,525
Closed -$705K – 1184
2022
Q2 		$705K Sell
29,525
-3,472
-11% -$90.9K 0.03% 477
2022
Q1 		$920K Buy
+32,997
New +$953K 0.03% 454

Other funds holding SDVY

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Tidal Investments's SDVY Position: Q3 2022 in Review

Tidal Investments sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2022, closing a stake of 29,525 shares — an estimated $705K sold.

Tidal Investments first reported a position in SDVY in Q1 2022 and held it in 2 quarters. The position peaked at $920K in Q1 2022. 144 funds tracked by Wall St. Rank hold SDVY as of Q3 2022.

  • Tidal Investments reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q3 2022 after selling out during the quarter.
  • Tidal Investments sold 29,525 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2022, an estimated $705K.
  • Tidal Investments first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and held it in 2 quarters.
  • Tidal Investments's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $920K in Q1 2022.
  • 144 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2022.

Based on Tidal Investments's 13F filing for Q3 2022, filed 23 Nov 2022.