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

Hickory Asset 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	$1.55M	Sell	43,808 -12,170	-22%	-$408K	1.28%	23
2025 Q1	$1.88M	Sell	55,978 -4,124	-7%	-$147K	1.67%	16
2024 Q4	$2.15M	Buy	+60,102	New	+$2.25M	1.83%	15

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

Hickory Asset Management's SDVY Position: Q2 2025 in Review

Hickory Asset Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 22% in Q2 2025, selling an estimated $408K and leaving 43,808 shares worth $1.55M. The position accounts for 1.28% of the portfolio, ranked #23.

Hickory Asset Management first reported a position in SDVY in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.15M in Q4 2024. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

Hickory Asset Management held 43,808 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.55M as of Q2 2025.
Hickory Asset Management sold 12,170 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $408K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.28% of Hickory Asset Management's portfolio in Q2 2025, its #23 holding.
Hickory Asset Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 3 quarters since.
Hickory Asset Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.15M 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 Hickory Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.