Daymark Wealth Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Daymark Wealth Partners’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	$7.88M	Sell	199,870 -3,702	-2%	-$150K	0.25%	78
2025 Q4	$7.8M	Sell	203,572 -13,787	-6%	-$523K	0.25%	80
2025 Q3	$8.26M	Buy	217,359 +19,652	+10%	+$729K	0.28%	71
2025 Q2	$6.98M	Sell	197,707 -179,973	-48%	-$6.04M	0.27%	76
2025 Q1	$12.7M	Sell	377,680 -24,168	-6%	-$862K	0.54%	45
2024 Q4	$14.4M	Buy	401,848 +221,992	+123%	+$8.31M	0.61%	37
2024 Q3	$6.54M	Buy	179,856 +16,798	+10%	+$586K	0.28%	82
2024 Q2	$5.44M	Buy	163,058 +143,736	+744%	+$4.84M	0.25%	88
2024 Q1	$673K	Buy	19,322 +10,095	+109%	+$330K	0.04%	242
2023 Q4	$302K	Buy	+9,227	New	+$269K	0.02%	320

Other funds holding SDVY

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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