Baird Financial Group
SDVY icon

Baird Financial Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Baird Financial Group’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 		$66.6M Buy
1,689,276
+260,356
+18% +$10.6M 0.1% 143
2025
Q4 		$54.8M Buy
1,428,920
+40,161
+3% +$1.52M 0.09% 166
2025
Q3 		$52.8M Buy
1,388,759
+82,291
+6% +$3.05M 0.08% 171
2025
Q2 		$46.1M Sell
1,306,468
-193,158
-13% -$6.48M 0.08% 203
2025
Q1 		$50.2M Buy
1,499,626
+231,160
+18% +$8.25M 0.1% 173
2024
Q4 		$45.5M Buy
1,268,466
+163,878
+15% +$6.13M 0.09% 211
2024
Q3 		$40.2M Buy
1,104,588
+299,892
+37% +$10.5M 0.08% 229
2024
Q2 		$26.9M Buy
804,696
+89,705
+13% +$3.02M 0.06% 268
2024
Q1 		$24.9M Sell
714,991
-122,213
-15% -$3.99M 0.05% 283
2023
Q4 		$27.4M Buy
837,204
+42,309
+5% +$1.23M 0.06% 265
2023
Q3 		$22.4M Buy
794,895
+534,008
+205% +$15.6M 0.06% 266
2023
Q2 		$7.39M Sell
260,887
-15,570
-6% -$413K 0.02% 515
2023
Q1 		$7.37M Buy
276,457
+115,798
+72% +$3.21M 0.02% 499
2022
Q4 		$4.18M Sell
160,659
-64,361
-29% -$1.67M 0.01% 621
2022
Q3 		$5.21M Buy
225,020
+77,131
+52% +$1.96M 0.02% 555
2022
Q2 		$3.53M Sell
147,889
-193,591
-57% -$5.07M 0.01% 662
2022
Q1 		$9.52M Buy
341,480
+323,410
+1,790% +$9.34M 0.02% 450
2021
Q4 		$548K Buy
+18,070
New +$538K ﹤0.01% 1437

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Bank of America
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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