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Truepoint Inc’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Truepoint Inc’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
Q2 		– Sell
-24,452
Closed -$681K – 171
2022
Q1 		$681K Buy
+24,452
New +$706K 0.03% 72

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Truepoint Inc's SDVY Position: Q2 2022 in Review

Truepoint Inc sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2022, closing a stake of 24,452 shares — an estimated $681K sold.

Truepoint Inc first reported a position in SDVY in Q1 2022 and held it in 1 quarter. The position peaked at $681K in Q1 2022. 147 funds tracked by Wall St. Rank hold SDVY as of Q2 2022.

  • Truepoint Inc reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2022 after selling out during the quarter.
  • Truepoint Inc sold 24,452 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2022, an estimated $681K.
  • Truepoint Inc first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and held it in 1 quarter.
  • Truepoint Inc's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $681K in Q1 2022.
  • 147 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2022.

Based on Truepoint Inc's 13F filing for Q2 2022, filed 8 Aug 2022.