TF
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TimeScale Financial’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

TimeScale Financial’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
2023
Q2 		$36.7K Hold
1,295
– – 0.01% 239
2023
Q1 		$34.5K Buy
+1,295
New +$35.9K 0.01% 232

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TimeScale Financial's SDVY Position: Q2 2023 in Review

TimeScale Financial held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2023 at 1,295 shares worth $36.7K. The position accounts for 0.01% of the portfolio, ranked #239.

TimeScale Financial first reported a position in SDVY in Q1 2023 and has held it in 2 quarters since. 167 funds tracked by Wall St. Rank hold SDVY as of Q2 2023.

  • TimeScale Financial held 1,295 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $36.7K as of Q2 2023.
  • TimeScale Financial left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2023.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of TimeScale Financial's portfolio in Q2 2023, its #239 holding.
  • TimeScale Financial first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2023 and has held it in 2 quarters since.
  • 167 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.