Wellington Shields & Co’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Wellington Shields & Co’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 Q1	–	Sell	-14,716	Closed	-$446K	–	245
2021 Q4	$446K	Buy	14,716 +1,138	+8%	+$33.9K	0.09%	137
2021 Q3	$384K	Buy	13,578 +2,518	+23%	+$72.9K	0.13%	134
2021 Q2	$322K	Buy	+11,060	New	+$326K	0.11%	145

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Wellington Shields & Co's SDVY Position: Q1 2022 in Review

Wellington Shields & Co sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2022, closing a stake of 14,716 shares — an estimated $446K sold.

Wellington Shields & Co first reported a position in SDVY in Q2 2021 and held it in 3 quarters. The position peaked at $446K in Q4 2021. 136 funds tracked by Wall St. Rank hold SDVY as of Q1 2022.

Wellington Shields & Co reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2022 after selling out during the quarter.
Wellington Shields & Co sold 14,716 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2022, an estimated $446K.
Wellington Shields & Co first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2021 and held it in 3 quarters.
Wellington Shields & Co's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $446K in Q4 2021.
136 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2022.

Based on Wellington Shields & Co's 13F filing for Q1 2022, filed 9 May 2022.