Beacon Capital Management LLC (Tennessee)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-31	Closed	-$1.1K	–	841
2025 Q2	$1.1K	Hold	31	–	–	﹤0.01%	973
2025 Q1	$1.04K	Hold	31	–	–	﹤0.01%	1034
2024 Q4	$1.11K	Hold	31	–	–	﹤0.01%	975
2024 Q3	$1.13K	Hold	31	–	–	﹤0.01%	1094
2024 Q2	$1.03K	Buy	+31	New	+$1.04K	﹤0.01%	944

Other funds holding SDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SDVY Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2025, closing a stake of 31 shares — an estimated $1.1K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SDVY in Q2 2024 and held it in 5 quarters. The position peaked at $1.13K in Q3 2024. 483 funds tracked by Wall St. Rank hold SDVY as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 31 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2025, an estimated $1.1K.
Beacon Capital Management LLC (Tennessee) first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and held it in 5 quarters.
Beacon Capital Management LLC (Tennessee)'s First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.13K in Q3 2024.
483 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.