FFASIA
SDVY icon

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
2025
Q1 		– Sell
-17,608
Closed -$631K – 92
2024
Q4 		$631K Buy
+17,608
New +$659K 0.43% 55

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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's SDVY Position: Q1 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2025, closing a stake of 17,608 shares — an estimated $631K sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in SDVY in Q4 2024 and held it in 1 quarter. The position peaked at $631K in Q4 2024. 483 funds tracked by Wall St. Rank hold SDVY as of Q1 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 17,608 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2025, an estimated $631K.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $631K in Q4 2024.
  • 483 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q1 2025, filed 10 Aug 2026.