IAG Wealth Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

IAG Wealth 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 Q1	–	Sell	-150	Closed	-$5.38K	–	527
2024 Q4	$5.38K	Hold	150	–	–	﹤0.01%	418
2024 Q3	$5.46K	Hold	150	–	–	﹤0.01%	397
2024 Q2	$5.01K	Hold	150	–	–	﹤0.01%	401
2024 Q1	$5.22K	Buy	+150	New	+$4.9K	﹤0.01%	373

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

IAG Wealth Partners's SDVY Position: Q1 2025 in Review

IAG Wealth Partners sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2025, closing a stake of 150 shares — an estimated $5.38K sold.

IAG Wealth Partners first reported a position in SDVY in Q1 2024 and held it in 4 quarters. The position peaked at $5.46K in Q3 2024. 484 funds tracked by Wall St. Rank hold SDVY as of Q1 2025.

IAG Wealth Partners reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
IAG Wealth Partners sold 150 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2025, an estimated $5.38K.
IAG Wealth Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and held it in 4 quarters.
IAG Wealth Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $5.46K 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 IAG Wealth Partners's 13F filing for Q1 2025, filed 16 Apr 2025.