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

GeoWealth 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 Q1	–	Sell	-13,140	Closed	-$471K	–	1686
2024 Q4	$471K	Sell	13,140 -3,587	-21%	-$134K	0.02%	483
2024 Q3	$609K	Sell	16,727 -1	-0%	-$35	0.02%	426
2024 Q2	$558K	Buy	16,728 +1,194	+8%	+$40.2K	0.02%	403
2024 Q1	$541K	Buy	+15,534	New	+$507K	0.02%	417

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 $1.55T AUM 33.47% 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

GeoWealth Management's SDVY Position: Q1 2025 in Review

GeoWealth Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2025, closing a stake of 13,140 shares — an estimated $471K sold.

GeoWealth Management first reported a position in SDVY in Q1 2024 and held it in 4 quarters. The position peaked at $609K in Q3 2024. 484 funds tracked by Wall St. Rank hold SDVY as of Q1 2025.

GeoWealth Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 13,140 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2025, an estimated $471K.
GeoWealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and held it in 4 quarters.
GeoWealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $609K in Q3 2024.
484 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.