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Center for Financial Planning’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Center for Financial Planning’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
Q4 		– Sell
-482
Closed -$18.3K – 729
2025
Q3 		$18.3K Buy
+482
New +$17.9K ﹤0.01% 430

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 $1.66T 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 $530B 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
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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Center for Financial Planning's SDVY Position: Q4 2025 in Review

Center for Financial Planning sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2025, closing a stake of 482 shares — an estimated $18.3K sold.

Center for Financial Planning first reported a position in SDVY in Q3 2025 and held it in 1 quarter. The position peaked at $18.3K in Q3 2025. 533 funds tracked by Wall St. Rank hold SDVY as of Q4 2025.

  • Center for Financial Planning reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
  • Center for Financial Planning sold 482 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2025, an estimated $18.3K.
  • Center for Financial Planning first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2025 and held it in 1 quarter.
  • Center for Financial Planning's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $18.3K in Q3 2025.
  • 533 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.