AWE
SDVY icon

Avidian Wealth Enterprises’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Avidian Wealth Enterprises’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
2026
Q1 		$1.08M Buy
27,314
+884
+3% +$35.9K 0.03% 282
2025
Q4 		$1.01M Buy
26,430
+213
+0.8% +$8.09K 0.04% 220
2025
Q3 		$997K Buy
26,217
+125
+0.5% +$4.64K 0.04% 223
2025
Q2 		$921K Buy
26,092
+11,034
+73% +$370K 0.04% 211
2025
Q1 		$504K Buy
15,058
+2
+0% +$71 0.02% 308
2024
Q4 		$540K Buy
15,056
+2
+0% +$75 0.02% 283
2024
Q3 		$548K Buy
15,054
+295
+2% +$10.3K 0.02% 281
2024
Q2 		$493K Sell
14,759
-3,096
-17% -$104K 0.02% 298
2024
Q1 		$622K Buy
17,855
+1,989
+13% +$64.9K 0.03% 234
2023
Q4 		$520K Buy
15,866
+722
+5% +$21.1K 0.03% 261
2023
Q3 		$428K Buy
+15,144
New +$442K 0.03% 278

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $376B 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 $501B 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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