United Capital Financial Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

United Capital Financial Advisors’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 Q4	–	Sell	-9,125	Closed	-$258K	–	1118
2023 Q3	$258K	Hold	9,125	–	–	﹤0.01%	755
2023 Q2	$258K	Hold	9,125	–	–	﹤0.01%	802
2023 Q1	$243K	Buy	+9,125	New	+$253K	﹤0.01%	877

Other funds holding SDVY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

United Capital Financial Advisors's SDVY Position: Q4 2023 in Review

United Capital Financial Advisors sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2023, closing a stake of 9,125 shares — an estimated $258K sold.

United Capital Financial Advisors first reported a position in SDVY in Q1 2023 and held it in 3 quarters. The position peaked at $258K in Q2 2023. 236 funds tracked by Wall St. Rank hold SDVY as of Q4 2023.

United Capital Financial Advisors reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2023 after selling out during the quarter.
United Capital Financial Advisors sold 9,125 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2023, an estimated $258K.
United Capital Financial Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2023 and held it in 3 quarters.
United Capital Financial Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $258K in Q2 2023.
236 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.