Investors Research Corp’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Investors Research Corp’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 Q3	–	Sell	-137	Closed	-$4.83K	–	926
2025 Q2	$4.83K	Hold	137	–	–	﹤0.01%	756
2025 Q1	$4.59K	Hold	137	–	–	﹤0.01%	776
2024 Q4	$4.91K	Sell	137 -295	-68%	-$11K	﹤0.01%	760
2024 Q3	$15.7K	Hold	432	–	–	﹤0.01%	637
2024 Q2	$14.4K	Hold	432	–	–	﹤0.01%	671
2024 Q1	$15K	Buy	+432	New	+$14.1K	﹤0.01%	661

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

Investors Research Corp's SDVY Position: Q3 2025 in Review

Investors Research Corp sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2025, closing a stake of 137 shares — an estimated $4.83K sold.

Investors Research Corp first reported a position in SDVY in Q1 2024 and held it in 6 quarters. The position peaked at $15.7K in Q3 2024. 484 funds tracked by Wall St. Rank hold SDVY as of Q3 2025.

Investors Research Corp reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q3 2025 after selling out during the quarter.
Investors Research Corp sold 137 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2025, an estimated $4.83K.
Investors Research Corp first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and held it in 6 quarters.
Investors Research Corp's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $15.7K in Q3 2024.
484 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2025.

Based on Investors Research Corp's 13F filing for Q3 2025, filed 2 Oct 2025.