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Elios Financial Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Elios Financial Group’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
Q2 		$3.63M Buy
102,815
+746
+0.7% +$25K 1.65% 15
2025
Q1 		$3.42M Sell
102,069
-2,054
-2% -$73.3K 1.69% 16
2024
Q4 		$3.73M Sell
104,123
-3,359
-3% -$126K 1.76% 16
2024
Q3 		$3.91M Buy
+107,482
New +$3.75M 1.81% 17

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Elios Financial Group's SDVY Position: Q2 2025 in Review

Elios Financial Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.73% in Q2 2025, buying an estimated $25K and bringing the position to 102,815 shares worth $3.63M. The position accounts for 1.65% of the portfolio, ranked #15.

Elios Financial Group first reported a position in SDVY in Q3 2024 and has held it in 4 quarters since. The position peaked at $3.91M in Q3 2024. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

  • Elios Financial Group held 102,815 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.63M as of Q2 2025.
  • Elios Financial Group bought 746 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $25K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 1.65% of Elios Financial Group's portfolio in Q2 2025, its #15 holding.
  • Elios Financial Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 4 quarters since.
  • Elios Financial Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.91M in Q3 2024.
  • 473 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.