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

Creekmur 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 Q3	$161K	Sell	4,236 -1,173	-22%	-$43.5K	0.03%	224
2025 Q2	$191K	Hold	5,409	–	–	0.03%	228
2025 Q1	$181K	Hold	5,409	–	–	0.04%	215
2024 Q4	$194K	Hold	5,409	–	–	0.04%	124
2024 Q3	$197K	Hold	5,409	–	–	0.05%	121
2024 Q2	$181K	Sell	5,409 -226	-4%	-$7.61K	0.05%	133
2024 Q1	$196K	Sell	5,635 -220	-4%	-$7.18K	0.07%	114
2023 Q4	$192K	Buy	+5,855	New	+$171K	0.06%	143

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

Creekmur Asset Management's SDVY Position: Q3 2025 in Review

Creekmur Asset Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 22% in Q3 2025, selling an estimated $43.5K and leaving 4,236 shares worth $161K. The position accounts for 0.03% of the portfolio, ranked #224.

Creekmur Asset Management first reported a position in SDVY in Q4 2023 and has held it in 8 quarters since. The position peaked at $197K in Q3 2024. 483 funds tracked by Wall St. Rank hold SDVY as of Q3 2025.

Creekmur Asset Management held 4,236 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $161K as of Q3 2025.
Creekmur Asset Management sold 1,173 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2025, an estimated $43.5K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.03% of Creekmur Asset Management's portfolio in Q3 2025, its #224 holding.
Creekmur Asset Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $197K in Q3 2024.
483 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.