ERn Financial LLC’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

ERn Financial LLC’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	–	Sell	-7,269	Closed	-$256K	–	150
2025 Q2	$256K	Buy	7,269 +24	+0.3%	+$805	0.05%	128
2025 Q1	$243K	Buy	7,245 +34	+0.5%	+$1.21K	0.04%	168
2024 Q4	$259K	Buy	7,211 +37	+0.5%	+$1.39K	0.04%	175
2024 Q3	$261K	Buy	+7,174	New	+$250K	0.04%	167

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

ERn Financial LLC's SDVY Position: Q3 2025 in Review

ERn Financial LLC sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2025, closing a stake of 7,269 shares — an estimated $256K sold.

ERn Financial LLC first reported a position in SDVY in Q3 2024 and held it in 4 quarters. The position peaked at $261K in Q3 2024. 483 funds tracked by Wall St. Rank hold SDVY as of Q3 2025.

ERn Financial LLC reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q3 2025 after selling out during the quarter.
ERn Financial LLC sold 7,269 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2025, an estimated $256K.
ERn Financial LLC first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and held it in 4 quarters.
ERn Financial LLC's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $261K 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 ERn Financial LLC's 13F filing for Q3 2025, filed 30 Oct 2025.