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Calton & Associates’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Calton & Associates’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 		$2.84M Sell
71,993
-4,601
-6% -$187K 0.41% 59
2025
Q4 		$2.94M Buy
76,594
+283
+0.4% +$10.7K 0.43% 54
2025
Q3 		$2.9M Buy
76,311
+4,174
+6% +$155K 0.44% 49
2025
Q2 		$2.54M Buy
72,137
+59,387
+466% +$1.99M 0.44% 52
2025
Q1 		$427K Buy
12,750
+6,409
+101% +$229K 0.1% 189
2024
Q4 		$227K Buy
+6,341
New +$237K 0.1% 175
2024
Q3 		– Sell
-6,341
Closed -$212K – 270
2024
Q2 		$212K Buy
+6,341
New +$214K 0.11% 174
2022
Q2 		– Sell
-7,570
Closed -$210K – 336
2022
Q1 		$210K Buy
+7,570
New +$219K 0.06% 322

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