CIBC World Market
SDVY icon

CIBC World Market’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

CIBC World Market’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 		$402K Buy
10,195
+986
+11% +$40K ﹤0.01% 1184
2025
Q4 		$353K Buy
9,209
+370
+4% +$14K ﹤0.01% 1208
2025
Q3 		$336K Buy
8,839
+414
+5% +$15.4K ﹤0.01% 1196
2025
Q2 		$297K Sell
8,425
-553
-6% -$18.6K ﹤0.01% 1185
2025
Q1 		$301K Sell
8,978
-208,023
-96% -$7.42M ﹤0.01% 1153
2024
Q4 		$7.78M Buy
+217,001
New +$8.12M 0.02% 403
2024
Q3 		– Sell
-13,183
Closed -$440K – 1389
2024
Q2 		$440K Sell
13,183
-6,731
-34% -$227K ﹤0.01% 998
2024
Q1 		$693K Sell
19,914
-1,929
-9% -$63K ﹤0.01% 905
2023
Q4 		$716K Buy
+21,843
New +$637K ﹤0.01% 852
2023
Q3 		– Sell
-86,959
Closed -$2.46M – 1276
2023
Q2 		$2.46M Buy
86,959
+12,024
+16% +$319K 0.01% 536
2023
Q1 		$2M Buy
+74,935
New +$2.08M 0.01% 581

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