GDS Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

GDS Wealth 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 Q2	–	Sell	-190,277	Closed	-$6.37M	–	180
2025 Q1	$6.37M	Sell	190,277 -214,552	-53%	-$7.65M	0.54%	60
2024 Q4	$14.5M	Buy	404,829 +18,521	+5%	+$693K	1.32%	34
2024 Q3	$14.1M	Buy	386,308 +44,802	+13%	+$1.56M	1.37%	34
2024 Q2	$11.4M	Buy	+341,506	New	+$11.5M	1.25%	38

Other funds holding SDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GDS Wealth Management's SDVY Position: Q2 2025 in Review

GDS Wealth Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2025, closing a stake of 190,277 shares — an estimated $6.37M sold.

GDS Wealth Management first reported a position in SDVY in Q2 2024 and held it in 4 quarters. The position peaked at $14.5M in Q4 2024. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

GDS Wealth Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
GDS Wealth Management sold 190,277 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $6.37M.
GDS Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and held it in 4 quarters.
GDS Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $14.5M in Q4 2024.
473 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2025.

Based on GDS Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.