FA
SDVY icon

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

Flagstar Advisors’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
Q2 		$1.48M Sell
34,405
-1,647
-5% -$68.7K 0.45% 59
2026
Q1 		$1.42M Buy
36,052
+699
+2% +$28.4K 0.51% 55
2025
Q4 		$1.35M Sell
35,353
-9,360
-21% -$355K 0.45% 61
2025
Q3 		$1.7M Sell
44,713
-29,709
-40% -$1.1M 0.52% 54
2025
Q2 		$2.63M Sell
74,422
-18,085
-20% -$607K 0.73% 42
2025
Q1 		$3.1M Sell
92,507
-168
-0.2% -$5.99K 0.79% 32
2024
Q4 		$3.32M Buy
92,675
+11,115
+14% +$416K 0.83% 33
2024
Q3 		$2.97M Buy
81,560
+734
+0.9% +$25.6K 0.75% 34
2024
Q2 		$2.7M Buy
80,826
+6,500
+9% +$219K 0.74% 36
2024
Q1 		$2.59M Buy
74,326
+12,194
+20% +$398K 0.72% 36
2023
Q4 		$2.04M Buy
62,132
+6,954
+13% +$203K 0.64% 44
2023
Q3 		$1.56M Buy
55,178
+6,089
+12% +$178K 0.59% 49
2023
Q2 		$1.39M Buy
49,089
+2,783
+6% +$73.8K 0.52% 51
2023
Q1 		$1.23M Buy
46,306
+2,268
+5% +$62.9K 0.45% 58
2022
Q4 		$1.15M Buy
44,038
+6,062
+16% +$157K 0.4% 60
2022
Q3 		$878K Buy
37,976
+16,327
+75% +$415K 0.33% 63
2022
Q2 		$516K Buy
+21,649
New +$567K 0.19% 98

Other funds holding SDVY

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return