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Financial Advocates Investment Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Financial Advocates Investment Management’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
-92,965
Closed -$3.28M – 488
2025
Q2 		$3.28M Sell
92,965
-65,039
-41% -$2.18M 0.27% 83
2025
Q1 		$5.29M Sell
158,004
-10,048
-6% -$358K 0.37% 54
2024
Q4 		$6.02M Buy
168,052
+37,566
+29% +$1.41M 0.34% 64
2024
Q3 		$4.75M Buy
130,486
+18,503
+17% +$646K 0.27% 86
2024
Q2 		$3.74M Buy
111,983
+4,301
+4% +$145K 0.23% 98
2024
Q1 		$3.75M Buy
107,682
+9,819
+10% +$321K 0.22% 104
2023
Q4 		$3.21M Buy
97,863
+7,804
+9% +$228K 0.21% 117
2023
Q3 		$2.54M Sell
90,059
-2,936
-3% -$85.7K 0.18% 130
2023
Q2 		$2.63M Buy
92,995
+6,150
+7% +$163K 0.19% 130
2023
Q1 		$2.31M Buy
86,845
+2,312
+3% +$64.1K 0.17% 142
2022
Q4 		$2.2M Buy
84,533
+3,260
+4% +$84.6K 0.16% 151
2022
Q3 		$1.88M Buy
81,273
+1,012
+1% +$25.7K 0.16% 157
2022
Q2 		$1.92M Buy
80,261
+622
+0.8% +$16.3K 0.16% 159
2022
Q1 		$2.22M Buy
79,639
+3,684
+5% +$106K 0.15% 172
2021
Q4 		$2.3M Buy
75,955
+6,772
+10% +$202K 0.15% 164
2021
Q3 		$1.96M Buy
69,183
+19,415
+39% +$562K 0.13% 181
2021
Q2 		$1.45M Buy
49,768
+4,727
+10% +$139K 0.1% 253
2021
Q1 		$1.28M Buy
45,041
+3,943
+10% +$105K 0.09% 263
2020
Q4 		$976K Buy
41,098
+3,188
+8% +$69.3K 0.07% 310
2020
Q3 		$693K Sell
37,910
-2,220
-6% -$40.8K 0.06% 315
2020
Q2 		$705K Buy
40,130
+6,125
+18% +$100K 0.07% 298
2020
Q1 		$484K Buy
34,005
+12,575
+59% +$242K 0.07% 281
2019
Q4 		$464K Buy
+21,430
New +$452K 0.05% 326

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $110B AUM 26.29% 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 $7.59B AUM 23.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Financial Advocates Investment Management's SDVY Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2025, closing a stake of 92,965 shares — an estimated $3.28M sold.

Financial Advocates Investment Management first reported a position in SDVY in Q4 2019 and held it in 23 quarters. The position peaked at $6.02M in Q4 2024. 484 funds tracked by Wall St. Rank hold SDVY as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 92,965 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2025, an estimated $3.28M.
  • Financial Advocates Investment Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2019 and held it in 23 quarters.
  • Financial Advocates Investment Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $6.02M in Q4 2024.
  • 484 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.