EWG Elevate’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

EWG Elevate’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	-86,685	Closed	-$3.06M	–	158
2025 Q2	$3.06M	Buy	86,685 +4,140	+5%	+$139K	0.94%	36
2025 Q1	$2.77M	Buy	82,545 +1,072	+1%	+$38.2K	1.03%	29
2024 Q4	$2.92M	Buy	81,473 +2,286	+3%	+$85.5K	0.89%	34
2024 Q3	$2.88M	Buy	+79,187	New	+$2.76M	1.16%	24

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

EWG Elevate's SDVY Position: Q3 2025 in Review

EWG Elevate sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2025, closing a stake of 86,685 shares — an estimated $3.06M sold.

EWG Elevate first reported a position in SDVY in Q3 2024 and held it in 4 quarters. The position peaked at $3.06M in Q2 2025. 484 funds tracked by Wall St. Rank hold SDVY as of Q3 2025.

EWG Elevate reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q3 2025 after selling out during the quarter.
EWG Elevate sold 86,685 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2025, an estimated $3.06M.
EWG Elevate first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and held it in 4 quarters.
EWG Elevate's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.06M in Q2 2025.
484 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.