Icon Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Icon Wealth 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 Q4	–	Sell	-3,775	Closed	-$144K	–	499
2025 Q3	$144K	Sell	3,775 -271	-7%	-$10.1K	0.01%	430
2025 Q2	$143K	Sell	4,046 -141	-3%	-$4.73K	0.01%	427
2025 Q1	$140K	Sell	4,187 -63	-1%	-$2.25K	0.01%	418
2024 Q4	$152K	Sell	4,250 -93	-2%	-$3.48K	0.01%	426
2024 Q3	$158K	Buy	+4,343	New	+$152K	0.01%	397
2024 Q2	–	Sell	-3,373	Closed	-$117K	–	488
2024 Q1	$117K	Buy	3,373 +5	+0.1%	+$163	0.01%	441
2023 Q4	$110K	Buy	+3,368	New	+$98.3K	0.01%	414

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

Icon Wealth Advisors's SDVY Position: Q4 2025 in Review

Icon Wealth Advisors sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2025, closing a stake of 3,775 shares — an estimated $144K sold.

Icon Wealth Advisors first reported a position in SDVY in Q4 2023 and held it in 7 quarters. The position peaked at $158K in Q3 2024. 534 funds tracked by Wall St. Rank hold SDVY as of Q4 2025.

Icon Wealth Advisors reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 3,775 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2025, an estimated $144K.
Icon Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and held it in 7 quarters.
Icon Wealth Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $158K in Q3 2024.
534 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.