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

Clarity Capital 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 Q2	$2.64M	Sell	74,700 -6,313	-8%	-$212K	0.94%	23
2025 Q1	$2.71M	Buy	81,013 +1,827	+2%	+$65.2K	1.09%	17
2024 Q4	$2.84M	Buy	79,186 +2,395	+3%	+$89.6K	1.47%	18
2024 Q3	$2.79M	Buy	76,791 +16,496	+27%	+$576K	1.65%	18
2024 Q2	$2.01M	Buy	60,295 +52,951	+721%	+$1.78M	1.23%	25
2024 Q1	$256K	Buy	+7,344	New	+$240K	0.17%	102

Other funds holding SDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Clarity Capital Partners's SDVY Position: Q2 2025 in Review

Clarity Capital Partners reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 7.8% in Q2 2025, selling an estimated $212K and leaving 74,700 shares worth $2.64M. The position accounts for 0.94% of the portfolio, ranked #23.

Clarity Capital Partners first reported a position in SDVY in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.84M in Q4 2024. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

Clarity Capital Partners held 74,700 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.64M as of Q2 2025.
Clarity Capital Partners sold 6,313 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $212K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.94% of Clarity Capital Partners's portfolio in Q2 2025, its #23 holding.
Clarity Capital Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 6 quarters since.
Clarity Capital Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.84M in Q4 2024.
473 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2025.

Based on Clarity Capital Partners's 13F filing for Q2 2025, filed 21 Jul 2025.