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

Eagle Bay 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	–	Sell	-642	Closed	-$24.6K	–	239
2025 Q4	$24.6K	Buy	+642	New	+$24.4K	0.02%	230
2025 Q1	–	Sell	-642	Closed	-$23K	–	801
2024 Q4	$23K	Hold	642	–	–	0.01%	446
2024 Q3	$23.4K	Hold	642	–	–	0.01%	598
2024 Q2	$21.4K	Hold	642	–	–	0.01%	433
2024 Q1	$22.4K	Buy	+642	New	+$21K	0.01%	412

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Eagle Bay Advisors's SDVY Position: Q1 2026 in Review

Eagle Bay Advisors sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2026, closing a stake of 642 shares — an estimated $24.6K sold.

Eagle Bay Advisors first reported a position in SDVY in Q1 2024 and held it in 5 quarters. The position peaked at $24.6K in Q4 2025. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Eagle Bay Advisors reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
Eagle Bay Advisors sold 642 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $24.6K.
Eagle Bay Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and held it in 5 quarters.
Eagle Bay Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $24.6K in Q4 2025.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Eagle Bay Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.