GPS Wealth Strategies Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

GPS Wealth Strategies Group’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	$71.4K	Sell	1,864 -138,607	-99%	-$5.26M	0.06%	181
2025 Q3	$5.34M	Buy	140,471 +10,692	+8%	+$397K	0.56%	37
2025 Q2	$4.58M	Buy	129,779 +3,069	+2%	+$103K	0.53%	39
2025 Q1	$4.24M	Buy	126,710 +14,300	+13%	+$510K	0.57%	35
2024 Q4	$4.03M	Buy	112,410 +1,782	+2%	+$66.7K	0.52%	38
2024 Q3	$4.02M	Buy	110,628 +1,312	+1%	+$45.8K	0.54%	32
2024 Q2	$3.65M	Buy	109,316 +6,285	+6%	+$212K	0.55%	29
2024 Q1	$3.59M	Buy	103,031 +16,984	+20%	+$554K	0.58%	29
2023 Q4	$2.82M	Sell	86,047 -547	-0.6%	-$16K	0.51%	34
2023 Q3	$2.44M	Buy	86,594 +1,564	+2%	+$45.7K	0.47%	43
2023 Q2	$2.41M	Buy	85,030 +5,686	+7%	+$151K	0.45%	42
2023 Q1	$2.11M	Buy	+79,344	New	+$2.2M	0.44%	46
2022 Q2	–	Sell	-226	Closed	-$6K	–	1162
2022 Q1	$6K	Buy	226 +1	+0.4%	+$29	﹤0.01%	822
2021 Q4	$7K	Buy	+225	New	+$6.7K	﹤0.01%	813

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

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

GPS Wealth Strategies Group's SDVY Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 99% in Q4 2025, selling an estimated $5.26M and leaving 1,864 shares worth $71.4K. The position accounts for 0.06% of the portfolio, ranked #181.

GPS Wealth Strategies Group first reported a position in SDVY in Q4 2021 and has held it in 14 quarters since. The position peaked at $5.34M in Q3 2025. 534 funds tracked by Wall St. Rank hold SDVY as of Q4 2025.

GPS Wealth Strategies Group held 1,864 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $71.4K as of Q4 2025.
GPS Wealth Strategies Group sold 138,607 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2025, an estimated $5.26M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.06% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #181 holding.
GPS Wealth Strategies Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 14 quarters since.
GPS Wealth Strategies Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $5.34M in Q3 2025.
534 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.