BEI
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Benjamin Edwards Inc’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Benjamin Edwards Inc’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 		$10.4M Sell
264,602
-26,094
-9% -$1.06M 0.1% 200
2025
Q4 		$11.1M Sell
290,696
-29,540
-9% -$1.12M 0.12% 180
2025
Q3 		$12.2M Buy
320,236
+13,751
+4% +$510K 0.14% 163
2025
Q2 		$10.8M Buy
306,485
+55,352
+22% +$1.86M 0.14% 165
2025
Q1 		$8.41M Buy
251,133
+53,453
+27% +$1.91M 0.12% 183
2024
Q4 		$7.09M Buy
197,680
+18,658
+10% +$698K 0.1% 211
2024
Q3 		$6.52M Buy
179,022
+178,086
+19,026% +$6.22M 0.09% 226
2024
Q2 		$31K Buy
936
+11
+1% +$370 0.01% 548
2024
Q1 		$32K Buy
+925
New +$30.2K 0.01% 531
2023
Q1 		– Sell
-834
Closed -$22K – 745
2022
Q4 		$22K Hold
834
– – 0.01% 499
2022
Q3 		$19K Sell
834
-14
-2% -$356 0.01% 509
2022
Q2 		$20K Buy
848
+33
+4% +$864 0.01% 519
2022
Q1 		$23K Buy
+815
New +$23.5K 0.01% 541

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