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

Ethos 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
2026
Q1 		$2M Buy
+50,604
New +$2.06M 0.15% 134
2025
Q4 		– Sell
-5,535
Closed -$210K – 569
2025
Q3 		$210K Buy
+5,535
New +$205K 0.02% 437
2025
Q2 		– Sell
-11,816
Closed -$424K – 518
2025
Q1 		$424K Hold
11,816
– – 0.04% 260
2024
Q4 		$424K Sell
11,816
-27
-0.2% -$1.01K 0.06% 177
2024
Q3 		$431K Buy
11,843
+27
+0.2% +$943 0.07% 151
2024
Q2 		$394K Buy
11,816
+9,577
+428% +$322K 0.07% 169
2024
Q1 		$334K Buy
+2,239
New +$73.1K 0.06% 188

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Bank of America
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Cetera Investment Advisers
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Royal Bank of Canada
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CIA
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return