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Belpointe Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Belpointe Asset 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
Q1 		$1.31M Buy
33,295
+1,180
+4% +$47.9K 0.05% 357
2025
Q4 		$1.23M Buy
32,115
+369
+1% +$14K 0.04% 354
2025
Q3 		$1.21M Buy
31,746
+2,867
+10% +$106K 0.05% 349
2025
Q2 		$1.02M Buy
28,879
+1,835
+7% +$61.6K 0.04% 349
2025
Q1 		$906K Sell
27,044
-2,068
-7% -$73.8K 0.05% 360
2024
Q4 		$1.05M Buy
29,112
+811
+3% +$30.3K 0.06% 303
2024
Q3 		$1.03M Sell
28,301
-2,161
-7% -$75.4K 0.06% 303
2024
Q2 		$1.02M Buy
+30,462
New +$1.03M 0.07% 269

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