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Castleview Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Castleview Partners’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
Q1 		– Sell
-2,785
Closed -$99.6K – 485
2024
Q4 		$99.6K Buy
2,785
+748
+37% +$28K 0.05% 253
2024
Q3 		$74.1K Hold
2,037
– – 0.04% 272
2024
Q2 		$68K Buy
2,037
+1,880
+1,197% +$63.3K 0.04% 288
2024
Q1 		$5.47K Buy
+157
New +$5.13K ﹤0.01% 620

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Castleview Partners's SDVY Position: Q1 2025 in Review

Castleview Partners sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2025, closing a stake of 2,785 shares — an estimated $99.6K sold.

Castleview Partners first reported a position in SDVY in Q1 2024 and held it in 4 quarters. The position peaked at $99.6K in Q4 2024. 484 funds tracked by Wall St. Rank hold SDVY as of Q1 2025.

  • Castleview Partners reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 2,785 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2025, an estimated $99.6K.
  • Castleview Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and held it in 4 quarters.
  • Castleview Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $99.6K in Q4 2024.
  • 484 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.