Avantax Advisory Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Avantax Advisory Services’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	$24.8M	Buy	701,789 +23,740	+4%	+$797K	0.14%	114
2025 Q1	$22.7M	Sell	678,049 -45,472	-6%	-$1.62M	0.14%	115
2024 Q4	$25.9M	Buy	723,521 +146,659	+25%	+$5.49M	0.16%	96
2024 Q3	$21M	Buy	576,862 +42,489	+8%	+$1.48M	0.14%	112
2024 Q2	$17.8M	Buy	534,373 +189,509	+55%	+$6.38M	0.13%	123
2024 Q1	$12M	Buy	344,864 +242,402	+237%	+$7.91M	0.11%	147
2023 Q4	$3.36M	Buy	102,462 +52,540	+105%	+$1.53M	0.03%	368
2023 Q3	$1.41M	Buy	49,922 +26,212	+111%	+$765K	0.02%	573
2023 Q2	$671K	Buy	23,710 +3,229	+16%	+$85.7K	0.01%	828
2023 Q1	$546K	Buy	20,481 +2,528	+14%	+$70.1K	0.01%	877
2022 Q4	$468K	Sell	17,953 -66	-0.4%	-$1.71K	0.01%	893
2022 Q3	$417K	Buy	18,019 +132	+0.7%	+$3.36K	0.01%	862
2022 Q2	$427K	Sell	17,887 -1,065	-6%	-$27.9K	0.01%	848
2022 Q1	$529K	Buy	+18,952	New	+$547K	0.01%	768

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

Avantax Advisory Services's SDVY Position: Q2 2025 in Review

Avantax Advisory Services increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.5% in Q2 2025, buying an estimated $797K and bringing the position to 701,789 shares worth $24.8M. The position accounts for 0.14% of the portfolio, ranked #114.

Avantax Advisory Services first reported a position in SDVY in Q1 2022 and has held it in 14 quarters since. The position peaked at $25.9M in Q4 2024. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

Avantax Advisory Services held 701,789 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $24.8M as of Q2 2025.
Avantax Advisory Services bought 23,740 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $797K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.14% of Avantax Advisory Services's portfolio in Q2 2025, its #114 holding.
Avantax Advisory Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 14 quarters since.
Avantax Advisory Services's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $25.9M 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 Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.