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Coppell Advisory Solutions’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-26,362
Closed -$1.02M – 288
2025
Q4 		$1.02M Buy
26,362
+14,389
+120% +$546K 0.1% 169
2025
Q3 		$455K Buy
11,973
+4,765
+66% +$177K 0.05% 265
2025
Q2 		$255K Buy
7,208
+600
+9% +$20.1K 0.03% 321
2025
Q1 		$216K Buy
6,608
+939
+17% +$33.5K 0.03% 308
2024
Q4 		$202K Buy
5,669
+1,931
+52% +$72.3K 0.03% 271
2024
Q3 		$136K Sell
3,738
-20,796
-85% -$726K 0.02% 348
2024
Q2 		$819K Buy
+24,534
New +$826K 0.14% 122
2023
Q4 		$590 Sell
18
-2,453
-99% -$71.6K ﹤0.01% 1497
2023
Q3 		$64.4K Buy
2,471
+2,453
+13,628% +$71.6K 0.02% 266
2023
Q2 		$508 Buy
+18
New +$478 ﹤0.01% 1228
2023
Q1 		– Sell
-2,471
Closed -$64.4K – 908
2022
Q4 		$64.4K Buy
+2,471
New +$64.2K 0.02% 271

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