Atria Wealth Solutions’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Atria Wealth Solutions’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	$8.58M	Sell	242,835 -41,697	-15%	-$1.4M	0.19%	119
2025 Q1	$9.53M	Buy	284,532 +85,262	+43%	+$3.04M	0.11%	190
2024 Q4	$7.14M	Buy	199,270 +64,708	+48%	+$2.42M	0.08%	261
2024 Q3	$4.9M	Buy	134,562 +39,740	+42%	+$1.39M	0.05%	357
2024 Q2	$3.17M	Buy	94,822 +10,207	+12%	+$344K	0.03%	473
2024 Q1	$2.95M	Sell	84,615 -22,397	-21%	-$731K	0.03%	504
2023 Q4	$3.51M	Buy	107,012 +19,537	+22%	+$570K	0.04%	413
2023 Q3	$2.47M	Sell	87,475 -32,491	-27%	-$948K	0.03%	491
2023 Q2	$3.4M	Sell	119,966 -16,839	-12%	-$447K	0.05%	396
2023 Q1	$3.65M	Buy	136,805 +18,198	+15%	+$505K	0.05%	349
2022 Q4	$3.09M	Sell	118,607 -10,293	-8%	-$267K	0.05%	373
2022 Q3	$2.98M	Sell	128,900 -32,922	-20%	-$838K	0.05%	347
2022 Q2	$3.86M	Sell	161,822 -3,780	-2%	-$99K	0.07%	278
2022 Q1	$4.62M	Buy	+165,602	New	+$4.78M	0.08%	271

Other funds holding SDVY

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $120B AUM 27.84% 1-Year Est. Return

Atria Wealth Solutions's SDVY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 15% in Q2 2025, selling an estimated $1.4M and leaving 242,835 shares worth $8.58M. The position accounts for 0.19% of the portfolio, ranked #119.

Atria Wealth Solutions first reported a position in SDVY in Q1 2022 and has held it in 14 quarters since. The position peaked at $9.53M in Q1 2025. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

Atria Wealth Solutions held 242,835 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $8.58M as of Q2 2025.
Atria Wealth Solutions sold 41,697 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $1.4M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.19% of Atria Wealth Solutions's portfolio in Q2 2025, its #119 holding.
Atria Wealth Solutions first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $9.53M in Q1 2025.
473 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.