Valmark Advisers’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Valmark Advisers’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	-60,530	Closed	-$1.4M	–	463
2022 Q3	$1.4M	Buy	60,530 +254	+0.4%	+$6.46K	0.03%	155
2022 Q2	$1.44M	Buy	60,276 +6,549	+12%	+$172K	0.03%	152
2022 Q1	$1.5M	Buy	53,727 +2,690	+5%	+$77.7K	0.03%	159
2021 Q4	$1.55M	Buy	+51,037	New	+$1.52M	0.03%	147

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

Valmark Advisers's SDVY Position: Q4 2022 in Review

Valmark Advisers sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2022, closing a stake of 60,530 shares — an estimated $1.4M sold.

Valmark Advisers first reported a position in SDVY in Q4 2021 and held it in 4 quarters. The position peaked at $1.55M in Q4 2021. 155 funds tracked by Wall St. Rank hold SDVY as of Q4 2022.

Valmark Advisers reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2022 after selling out during the quarter.
Valmark Advisers sold 60,530 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2022, an estimated $1.4M.
Valmark Advisers first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and held it in 4 quarters.
Valmark Advisers's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.55M in Q4 2021.
155 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2022.

Based on Valmark Advisers's 13F filing for Q4 2022, filed 7 Feb 2023.