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

Good Life 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
2025 Q2	$25.5M	Buy	721,425 +122,511	+20%	+$4.11M	1.59%	13
2025 Q1	$20.1M	Buy	598,914 +31,243	+6%	+$1.11M	1.41%	13
2024 Q4	$20.4M	Buy	567,671 +89,574	+19%	+$3.35M	1.48%	12
2024 Q3	$17.4M	Buy	478,097 +9,914	+2%	+$346K	1.07%	18
2024 Q2	$15.6M	Buy	468,183 +5,068	+1%	+$171K	1.29%	14
2024 Q1	$16.1M	Buy	463,115 +315,015	+213%	+$10.3M	1.43%	15
2023 Q4	$4.85M	Buy	148,100 +2,261	+2%	+$66K	0.48%	44
2023 Q3	$4.12M	Buy	145,839 +3,330	+2%	+$97.2K	0.47%	49
2023 Q2	$4.03M	Buy	142,509 +23,398	+20%	+$621K	0.45%	46
2023 Q1	$3.17M	Buy	119,111 +11,742	+11%	+$326K	0.41%	58
2022 Q4	$2.8M	Buy	107,369 +12,039	+13%	+$313K	0.39%	58
2022 Q3	$2.21M	Buy	95,330 +20,636	+28%	+$525K	0.33%	67
2022 Q2	$1.78M	Buy	74,694 +30,101	+68%	+$788K	0.25%	83
2022 Q1	$1.24M	Buy	44,593 +37,306	+512%	+$1.08M	0.16%	112
2021 Q4	$221K	Buy	+7,287	New	+$217K	0.03%	351

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Good Life Advisors's SDVY Position: Q2 2025 in Review

Good Life Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 20% in Q2 2025, buying an estimated $4.11M and bringing the position to 721,425 shares worth $25.5M. The position accounts for 1.59% of the portfolio, ranked #13.

Good Life Advisors first reported a position in SDVY in Q4 2021 and has held it in 15 quarters since. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

Good Life Advisors held 721,425 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $25.5M as of Q2 2025.
Good Life Advisors bought 122,511 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $4.11M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.59% of Good Life Advisors's portfolio in Q2 2025, its #13 holding.
Good Life Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 15 quarters since.
473 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.