AFWM
SDVY icon

Abich Financial Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Abich Financial Wealth Management’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
Q3 		$5.09K Buy
+134
New +$4.97K ﹤0.01% 508

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Abich Financial Wealth Management's SDVY Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2025: 134 shares worth $5.09K. The stake represents ﹤0.01% of the portfolio and ranks #508 among its holdings.

484 funds tracked by Wall St. Rank hold SDVY as of Q3 2025.

  • Abich Financial Wealth Management held 134 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $5.09K as of Q3 2025.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #508 holding.
  • 484 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.