American Institute for Advanced Investment Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

American Institute for Advanced Investment 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 Q2	–	Sell	-13,490	Closed	-$452K	–	154
2025 Q1	$452K	Sell	13,490 -14,323	-51%	-$511K	0.34%	81
2024 Q4	$997K	Buy	+27,813	New	+$1.04M	0.74%	43

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

American Institute for Advanced Investment Management's SDVY Position: Q2 2025 in Review

American Institute for Advanced Investment Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2025, closing a stake of 13,490 shares — an estimated $452K sold.

American Institute for Advanced Investment Management first reported a position in SDVY in Q4 2024 and held it in 2 quarters. The position peaked at $997K in Q4 2024. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

American Institute for Advanced Investment Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
American Institute for Advanced Investment Management sold 13,490 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $452K.
American Institute for Advanced Investment Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and held it in 2 quarters.
American Institute for Advanced Investment Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $997K in Q4 2024.
473 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2025.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.