GRP
SDVY icon

Global Retirement Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Global Retirement Partners’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
Q4 		$3.98M Sell
103,777
-6,583
-6% -$250K 0.07% 255
2025
Q3 		$4.2M Buy
110,360
+12,711
+13% +$472K 0.09% 194
2025
Q2 		$3.45M Buy
+97,649
New +$3.28M 0.09% 212
2024
Q4 		$2.24M Buy
62,360
+14,384
+30% +$538K 0.06% 279
2024
Q3 		$1.75M Buy
47,976
+21,819
+83% +$762K 0.05% 309
2024
Q2 		$873K Buy
26,157
+5,741
+28% +$193K 0.03% 453
2024
Q1 		$711K Buy
20,416
+1,167
+6% +$38.1K 0.03% 441
2023
Q4 		$605K Buy
19,249
+13,097
+213% +$382K 0.03% 450
2023
Q3 		$169K Sell
6,152
-1,953
-24% -$57K 0.01% 733
2023
Q2 		$229K Sell
8,105
-235
-3% -$6.23K 0.01% 643
2023
Q1 		$212K Buy
8,340
+606
+8% +$16.8K 0.01% 647
2022
Q4 		$201K Sell
7,734
-989
-11% -$25.7K 0.01% 592
2022
Q3 		$226K Buy
8,723
+2,327
+36% +$59.2K 0.02% 535
2022
Q2 		$153K Sell
6,396
-1,246
-16% -$32.6K 0.01% 627
2022
Q1 		$194K Buy
+7,642
New +$221K 0.02% 563

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $94B AUM 20.14% 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 $6.84B AUM 17.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Global Retirement Partners's SDVY Position: Q4 2025 in Review

Global Retirement Partners reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 6% in Q4 2025, selling an estimated $250K and leaving 103,777 shares worth $3.98M. The position accounts for 0.07% of the portfolio, ranked #255.

Global Retirement Partners first reported a position in SDVY in Q1 2022 and has held it in 15 quarters since. The position peaked at $4.2M in Q3 2025. 532 funds tracked by Wall St. Rank hold SDVY as of Q4 2025.

  • Global Retirement Partners held 103,777 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.98M as of Q4 2025.
  • Global Retirement Partners sold 6,583 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2025, an estimated $250K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.07% of Global Retirement Partners's portfolio in Q4 2025, its #255 holding.
  • Global Retirement Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 15 quarters since.
  • Global Retirement Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $4.2M in Q3 2025.
  • 532 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.