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WealthPLAN Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-2,221
Closed -$62.9K – 1004
2023
Q2 		$62.9K Buy
2,221
+395
+22% +$10.5K 0.01% 473
2023
Q1 		$48.7K Buy
+1,826
New +$50.7K 0.01% 564

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthPLAN Partners's SDVY Position: Q3 2023 in Review

WealthPLAN Partners sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2023, closing a stake of 2,221 shares — an estimated $62.9K sold.

WealthPLAN Partners first reported a position in SDVY in Q1 2023 and held it in 2 quarters. The position peaked at $62.9K in Q2 2023. 179 funds tracked by Wall St. Rank hold SDVY as of Q3 2023.

  • WealthPLAN Partners reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 2,221 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2023, an estimated $62.9K.
  • WealthPLAN Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $62.9K in Q2 2023.
  • 179 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.