FIG Financial Advisory Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

FIG Financial Advisory Services’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 Q1	–	Sell	-17,608	Closed	-$631K	–	92
2024 Q4	$631K	Buy	+17,608	New	+$659K	0.43%	55

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

FIG Financial Advisory Services's SDVY Position: Q1 2025 in Review

FIG Financial Advisory Services sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2025, closing a stake of 17,608 shares — an estimated $631K sold.

FIG Financial Advisory Services first reported a position in SDVY in Q4 2024 and held it in 1 quarter. The position peaked at $631K in Q4 2024. 483 funds tracked by Wall St. Rank hold SDVY as of Q1 2025.

FIG Financial Advisory Services reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
FIG Financial Advisory Services sold 17,608 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2025, an estimated $631K.
FIG Financial Advisory Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and held it in 1 quarter.
FIG Financial Advisory Services's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $631K in Q4 2024.
483 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2025.

Based on FIG Financial Advisory Services's 13F filing for Q1 2025, filed 10 Aug 2026.