CIBC Private Wealth Group
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CIBC Private Wealth Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

CIBC Private Wealth Group’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 		$22.1K Hold
576
– – ﹤0.01% 2133
2025
Q3 		$21.9K Hold
576
– – ﹤0.01% 2124
2025
Q2 		$20.3K Buy
+576
New +$19.3K ﹤0.01% 2013

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $377B 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 $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 $6.84B AUM 17.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CIBC Private Wealth Group's SDVY Position: Q4 2025 in Review

CIBC Private Wealth Group held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q4 2025 at 576 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

CIBC Private Wealth Group first reported a position in SDVY in Q2 2025 and has held it in 3 quarters since. 532 funds tracked by Wall St. Rank hold SDVY as of Q4 2025.

  • CIBC Private Wealth Group held 576 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $22.1K as of Q4 2025.
  • CIBC Private Wealth Group left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q4 2025.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2133 holding.
  • CIBC Private Wealth Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2025 and has held it in 3 quarters since.
  • 532 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.