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VitalStone Financial’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

VitalStone Financial’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
2024
Q3 		$439K Sell
12,060
-5,125
-30% -$179K 0.3% 68
2024
Q2 		$574K Buy
17,185
+2,426
+16% +$81.7K 0.42% 49
2024
Q1 		$514K Buy
14,759
+13,577
+1,149% +$443K 0.39% 49
2023
Q4 		$39K Buy
+1,182
New +$34.5K 0.03% 176

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VitalStone Financial's SDVY Position: Q3 2024 in Review

VitalStone Financial reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 30% in Q3 2024, selling an estimated $179K and leaving 12,060 shares worth $439K. The position accounts for 0.3% of the portfolio, ranked #68.

VitalStone Financial first reported a position in SDVY in Q4 2023 and has held it in 4 quarters since. The position peaked at $574K in Q2 2024. 403 funds tracked by Wall St. Rank hold SDVY as of Q3 2024.

  • VitalStone Financial held 12,060 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $439K as of Q3 2024.
  • VitalStone Financial sold 5,125 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2024, an estimated $179K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.3% of VitalStone Financial's portfolio in Q3 2024, its #68 holding.
  • VitalStone Financial first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 4 quarters since.
  • VitalStone Financial's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $574K in Q2 2024.
  • 403 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.