Fidelity Investments
SDVY icon

Fidelity Investments’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Fidelity Investments’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 		$978K Buy
24,809
+8,260
+50% +$335K ﹤0.01% 2890
2025
Q4 		$634K Buy
16,549
+5,909
+56% +$224K ﹤0.01% 2990
2025
Q3 		$405K Sell
10,640
-1,730
-14% -$64.2K ﹤0.01% 3110
2025
Q2 		$436K Sell
12,370
-2,980
-19% -$100K ﹤0.01% 3011
2025
Q1 		$514K Buy
15,350
+2,604
+20% +$92.9K ﹤0.01% 2890
2024
Q4 		$457K Sell
12,746
-1,223
-9% -$45.8K ﹤0.01% 2967
2024
Q3 		$508K Buy
13,969
+9,901
+243% +$346K ﹤0.01% 2850
2024
Q2 		$136K Buy
4,068
+2,953
+265% +$99.4K ﹤0.01% 3179
2024
Q1 		$38.8K Buy
1,115
+848
+318% +$27.7K ﹤0.01% 3706
2023
Q4 		$8.75K Sell
267
-1
-0.4% -$29 ﹤0.01% 4283
2023
Q3 		$7.57K Sell
268
-61
-19% -$1.78K ﹤0.01% 4216
2023
Q2 		$9.31K Sell
329
-639
-66% -$17K ﹤0.01% 4168
2023
Q1 		$25.8K Buy
968
+612
+172% +$17K ﹤0.01% 3732
2022
Q4 		$9.27K Sell
356
-352
-50% -$9.14K ﹤0.01% 4040
2022
Q3 		$16K Sell
708
-433
-38% -$11K ﹤0.01% 3938
2022
Q2 		$27K Buy
+1,141
New +$29.9K ﹤0.01% 3788

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return