IWA
SDVY icon

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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return