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

Fiduciary Trust’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
-6,719
Closed -$237K – 871
2025
Q2 		$237K Hold
6,719
– – ﹤0.01% 753
2025
Q1 		$225K Buy
6,719
+405
+6% +$14.4K ﹤0.01% 753
2024
Q4 		$226K Buy
6,314
+469
+8% +$17.6K ﹤0.01% 635
2024
Q3 		$213K Buy
+5,845
New +$204K ﹤0.01% 624

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $377B 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 $530B 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fiduciary Trust's SDVY Position: Q3 2025 in Review

Fiduciary Trust sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2025, closing a stake of 6,719 shares — an estimated $237K sold.

Fiduciary Trust first reported a position in SDVY in Q3 2024 and held it in 4 quarters. The position peaked at $237K in Q2 2025. 483 funds tracked by Wall St. Rank hold SDVY as of Q3 2025.

  • Fiduciary Trust reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q3 2025 after selling out during the quarter.
  • Fiduciary Trust sold 6,719 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2025, an estimated $237K.
  • Fiduciary Trust first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and held it in 4 quarters.
  • Fiduciary Trust's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $237K in Q2 2025.
  • 483 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2025.

Based on Fiduciary Trust's 13F filing for Q3 2025, filed 14 Nov 2025.