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Brendel Financial Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Brendel Financial Advisors’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
Q2 		– Sell
-17,232
Closed -$577K – 110
2025
Q1 		$577K Buy
+17,232
New +$615K 0.35% 61

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Raymond James Financial
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Wells Fargo
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Brendel Financial Advisors's SDVY Position: Q2 2025 in Review

Brendel Financial Advisors sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2025, closing a stake of 17,232 shares — an estimated $577K sold.

Brendel Financial Advisors first reported a position in SDVY in Q1 2025 and held it in 1 quarter. The position peaked at $577K in Q1 2025. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

  • Brendel Financial Advisors reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
  • Brendel Financial Advisors sold 17,232 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $577K.
  • Brendel Financial Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2025 and held it in 1 quarter.
  • Brendel Financial Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $577K in Q1 2025.
  • 473 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2025.

Based on Brendel Financial Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.