First Trust Advisors
SDHC icon

First Trust Advisors’s Smith Douglas Homes SDHC Stock Holding History

First Trust Advisors’s Portfolio SDHC Stock Details SDHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-29,025
Closed -$564K – 2715
2025
Q2 		$564K Buy
29,025
+1,583
+6% +$29.9K ﹤0.01% 2232
2025
Q1 		$536K Sell
27,442
-476
-2% -$10.7K ﹤0.01% 2211
2024
Q4 		$716K Sell
27,918
-3,145
-10% -$105K ﹤0.01% 2147
2024
Q3 		$1.17M Buy
+31,063
New +$996K ﹤0.01% 1978

Other funds holding SDHC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

First Trust Advisors's SDHC Position: Q3 2025 in Review

First Trust Advisors sold out of Smith Douglas Homes (SDHC) in Q3 2025, closing a stake of 29,025 shares — an estimated $564K sold.

First Trust Advisors first reported a position in SDHC in Q3 2024 and held it in 4 quarters. The position peaked at $1.17M in Q3 2024. 52 funds tracked by Wall St. Rank hold SDHC as of Q3 2025.

  • First Trust Advisors reported no remaining Smith Douglas Homes position as of Q3 2025 after selling out during the quarter.
  • First Trust Advisors sold 29,025 Smith Douglas Homes shares in Q3 2025, an estimated $564K.
  • First Trust Advisors first reported a position in Smith Douglas Homes in Q3 2024 and held it in 4 quarters.
  • First Trust Advisors's Smith Douglas Homes position peaked at $1.17M in Q3 2024.
  • 52 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q3 2025.

Based on First Trust Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.