CAM
SDVY icon

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

Cresset 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
2026
Q1 		$644K Buy
16,341
+972
+6% +$39.5K ﹤0.01% 951
2025
Q4 		$589K Buy
15,369
+16
+0.1% +$607 ﹤0.01% 1003
2025
Q3 		$584K Buy
15,353
+1,551
+11% +$57.5K ﹤0.01% 955
2025
Q2 		$487K Sell
13,802
-28,451
-67% -$955K ﹤0.01% 947
2025
Q1 		$1.42M Buy
42,253
+2,604
+7% +$92.9K 0.01% 650
2024
Q4 		$1.42M Buy
39,649
+2,204
+6% +$82.5K 0.01% 659
2024
Q3 		$1.36M Buy
37,445
+584
+2% +$20.4K 0.01% 1003
2024
Q2 		$1.23M Buy
36,861
+6,761
+22% +$228K 0.01% 957
2024
Q1 		$1.05M Buy
30,100
+2,952
+11% +$96.4K 0.01% 954
2023
Q4 		$890K Buy
27,148
+10,605
+64% +$310K 0.01% 949
2023
Q3 		$467K Buy
+16,543
New +$483K ﹤0.01% 1220

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