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

Faithward 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
2025 Q4	–	Sell	-5,358	Closed	-$204K	–	337
2025 Q3	$204K	Sell	5,358 -2,400	-31%	-$89K	0.03%	296
2025 Q2	$274K	Buy	7,758 +26	+0.3%	+$872	0.04%	227
2025 Q1	$259K	Sell	7,732 -531	-6%	-$18.9K	0.05%	225
2024 Q4	$296K	Buy	8,263 +88	+1%	+$3.29K	0.05%	205
2024 Q3	$297K	Buy	+8,175	New	+$285K	0.05%	223

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Faithward Advisors's SDVY Position: Q4 2025 in Review

Faithward Advisors sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2025, closing a stake of 5,358 shares — an estimated $204K sold.

Faithward Advisors first reported a position in SDVY in Q3 2024 and held it in 5 quarters. The position peaked at $297K in Q3 2024. 534 funds tracked by Wall St. Rank hold SDVY as of Q4 2025.

Faithward Advisors reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
Faithward Advisors sold 5,358 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2025, an estimated $204K.
Faithward Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and held it in 5 quarters.
Faithward Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $297K in Q3 2024.
534 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2025.

Based on Faithward Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.