CoreCap Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

CoreCap Advisors’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	-250	Closed	-$9.51K	–	3045
2025 Q3	$9.51K	Buy	250 +237	+1,823%	+$8.79K	﹤0.01%	1957
2025 Q2	$459	Buy	+13	New	+$436	﹤0.01%	2527
2024 Q4	–	Sell	-614	Closed	-$22.3K	–	2966
2024 Q3	$22.3K	Sell	614 -98	-14%	-$3.42K	﹤0.01%	1505
2024 Q2	$23.8K	Buy	+712	New	+$24K	﹤0.01%	852

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIA

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CoreCap Advisors's SDVY Position: Q4 2025 in Review

CoreCap Advisors sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2025, closing a stake of 250 shares — an estimated $9.51K sold.

CoreCap Advisors first reported a position in SDVY in Q2 2024 and held it in 4 quarters. The position peaked at $23.8K in Q2 2024. 534 funds tracked by Wall St. Rank hold SDVY as of Q4 2025.

CoreCap Advisors reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
CoreCap Advisors sold 250 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2025, an estimated $9.51K.
CoreCap Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and held it in 4 quarters.
CoreCap Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $23.8K in Q2 2024.
534 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2025.

Based on CoreCap Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.