Concorde Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Concorde Asset Management’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	-68,727	Closed	-$2.6M	–	248
2025 Q3	$2.6M	Buy	+68,727	New	+$2.55M	1.09%	25
2024 Q3	–	Sell	-104,563	Closed	-$3.49M	–	183
2024 Q2	$3.49M	Sell	104,563 -65,073	-38%	-$2.19M	2.15%	9
2024 Q1	$5.91M	Buy	+169,636	New	+$5.54M	4.04%	6

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

Concorde Asset Management's SDVY Position: Q4 2025 in Review

Concorde Asset Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2025, closing a stake of 68,727 shares — an estimated $2.6M sold.

Concorde Asset Management first reported a position in SDVY in Q1 2024 and held it in 3 quarters. The position peaked at $5.91M in Q1 2024. 532 funds tracked by Wall St. Rank hold SDVY as of Q4 2025.

Concorde Asset Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
Concorde Asset Management sold 68,727 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2025, an estimated $2.6M.
Concorde Asset Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and held it in 3 quarters.
Concorde Asset Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $5.91M in Q1 2024.
532 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2025.

Based on Concorde Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.