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UMB Bank’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

UMB Bank’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
Q4 		– Sell
-1,477
Closed -$34K – 1819
2022
Q3 		$34K Buy
+1,477
New +$37.6K ﹤0.01% 964

Other funds holding SDVY

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RJA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

UMB Bank's SDVY Position: Q4 2022 in Review

UMB Bank sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2022, closing a stake of 1,477 shares — an estimated $34K sold.

UMB Bank first reported a position in SDVY in Q3 2022 and held it in 1 quarter. The position peaked at $34K in Q3 2022. 155 funds tracked by Wall St. Rank hold SDVY as of Q4 2022.

  • UMB Bank reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2022 after selling out during the quarter.
  • UMB Bank sold 1,477 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2022, an estimated $34K.
  • UMB Bank first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2022 and held it in 1 quarter.
  • UMB Bank's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $34K in Q3 2022.
  • 155 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2022.

Based on UMB Bank's 13F filing for Q4 2022, filed 10 Jan 2023.