CSA
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Cottage Street Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Cottage Street 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
2026
Q1 		$819K Buy
20,770
+190
+0.9% +$7.72K 0.35% 58
2025
Q4 		$789K Buy
20,580
+320
+2% +$12.2K 0.33% 59
2025
Q3 		$770K Buy
20,260
+1,601
+9% +$59.4K 0.33% 61
2025
Q2 		$658K Sell
18,659
-1,771
-9% -$59.4K 0.34% 56
2025
Q1 		$684K Buy
20,430
+1,032
+5% +$36.8K 0.34% 57
2024
Q4 		$695K Buy
19,398
+941
+5% +$35.2K 0.36% 56
2024
Q3 		$671K Buy
18,457
+2,403
+15% +$83.9K 0.37% 56
2024
Q2 		$536K Buy
+16,054
New +$541K 0.32% 56
2024
Q1 		– Sell
-13,586
Closed -$445K – 92
2023
Q4 		$445K Buy
13,586
+1,376
+11% +$40.2K 0.3% 57
2023
Q3 		$345K Buy
12,210
+1,933
+19% +$56.4K 0.25% 62
2023
Q2 		$291K Buy
+10,277
New +$273K 0.21% 65

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