V Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

V Wealth 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
2022 Q4	–	Sell	-27,525	Closed	-$637K	–	399
2022 Q3	$637K	Buy	27,525 +5,610	+26%	+$143K	0.13%	159
2022 Q2	$523K	Buy	21,915 +12,140	+124%	+$318K	0.1%	214
2022 Q1	$272K	Buy	+9,775	New	+$282K	0.04%	363

Other funds holding SDVY

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

V Wealth Advisors's SDVY Position: Q4 2022 in Review

V Wealth Advisors sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2022, closing a stake of 27,525 shares — an estimated $637K sold.

V Wealth Advisors first reported a position in SDVY in Q1 2022 and held it in 3 quarters. The position peaked at $637K in Q3 2022. 155 funds tracked by Wall St. Rank hold SDVY as of Q4 2022.

V Wealth Advisors reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2022 after selling out during the quarter.
V Wealth Advisors sold 27,525 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2022, an estimated $637K.
V Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and held it in 3 quarters.
V Wealth Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $637K 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 V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.