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Consolidated Portfolio Review Corp’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Consolidated Portfolio Review Corp’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
-8,673
Closed -$330K – 331
2025
Q3 		$330K Buy
8,673
+2,139
+33% +$79.3K 0.04% 347
2025
Q2 		$231K Buy
+6,534
New +$219K 0.03% 404

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 $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Consolidated Portfolio Review Corp's SDVY Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2025, closing a stake of 8,673 shares — an estimated $330K sold.

Consolidated Portfolio Review Corp first reported a position in SDVY in Q2 2025 and held it in 2 quarters. The position peaked at $330K in Q3 2025. 534 funds tracked by Wall St. Rank hold SDVY as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 8,673 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2025, an estimated $330K.
  • Consolidated Portfolio Review Corp first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2025 and held it in 2 quarters.
  • Consolidated Portfolio Review Corp's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $330K in Q3 2025.
  • 534 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.