AWM
SDVY icon

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

Avior 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
2026
Q2 		$973K Buy
22,543
+25
+0.1% +$1.04K 0.03% 366
2026
Q1 		$888K Buy
22,518
+1,123
+5% +$45.6K 0.03% 386
2025
Q4 		$820K Sell
21,395
-3,635
-15% -$138K 0.03% 342
2025
Q3 		$952K Buy
25,030
+84
+0.3% +$3.12K 0.03% 311
2025
Q2 		$880K Buy
24,946
+3,855
+18% +$129K 0.03% 316
2025
Q1 		$707K Buy
21,091
+80
+0.4% +$2.85K 0.03% 328
2024
Q4 		$753K Buy
21,011
+224
+1% +$8.38K 0.03% 346
2024
Q3 		$756K Sell
20,787
-4,567
-18% -$159K 0.03% 347
2024
Q2 		$846K Buy
25,354
+127
+0.5% +$4.28K 0.04% 310
2024
Q1 		$878K Buy
25,227
+7,649
+44% +$250K 0.04% 314
2023
Q4 		$576K Hold
17,578
– – 0.03% 311
2023
Q3 		$496K Buy
17,578
+51
+0.3% +$1.49K 0.03% 332
2023
Q2 		$496K Sell
17,527
-231
-1% -$6.13K 0.03% 339
2023
Q1 		$473K Buy
17,758
+132
+0.7% +$3.66K 0.03% 359
2022
Q4 		$459K Buy
17,626
+1,000
+6% +$26K 0.03% 322
2022
Q3 		$384K Buy
16,626
+580
+4% +$14.8K 0.03% 329
2022
Q2 		$383K Buy
16,046
+135
+0.8% +$3.54K 0.04% 302
2022
Q1 		$443K Buy
15,911
+1,061
+7% +$30.6K 0.04% 320
2021
Q4 		$450K Buy
14,850
+8,850
+148% +$263K 0.04% 342
2021
Q3 		$169K Buy
+6,000
New +$174K 0.01% 436

Other funds holding SDVY

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return