Capital Investment Advisory Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Capital Investment Advisory Services’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	$2.9M	Sell	73,426 -21,782	-23%	-$885K	0.21%	104
2025 Q4	$3.65M	Buy	95,208 +2,712	+3%	+$103K	0.26%	89
2025 Q3	$3.52M	Buy	92,496 +24,598	+36%	+$912K	0.28%	84
2025 Q2	$2.4M	Buy	67,898 +4,139	+6%	+$139K	0.2%	118
2025 Q1	$2.14M	Sell	63,759 -2,993	-4%	-$107K	0.19%	121
2024 Q4	$2.39M	Buy	66,752 +5,098	+8%	+$191K	0.23%	96
2024 Q3	$2.24M	Buy	61,654 +4,417	+8%	+$154K	0.21%	107
2024 Q2	$1.91M	Sell	57,237 -34,118	-37%	-$1.15M	0.2%	113
2024 Q1	$3.18M	Buy	91,355 +44,854	+96%	+$1.46M	0.34%	72
2023 Q4	$1.52M	Buy	+46,501	New	+$1.36M	0.14%	137

Other funds holding SDVY

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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