KCFA
SDVY icon

Key Client Fiduciary Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Key Client Fiduciary 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
2026
Q2 		$6.82M Sell
158,158
-3,029
-2% -$126K 1.97% 12
2026
Q1 		$6.36M Buy
161,187
+4,749
+3% +$193K 2.16% 12
2025
Q4 		$5.99M Sell
156,438
-253
-0.2% -$9.61K 2.04% 12
2025
Q3 		$5.96M Buy
156,691
+1,710
+1% +$63.4K 1.97% 11
2025
Q2 		$5.47M Buy
154,981
+20,703
+15% +$695K 2.21% 9
2025
Q1 		$4.5M Buy
134,278
+109,976
+453% +$3.92M 2.05% 9
2024
Q4 		$871K Sell
24,302
-665
-3% -$24.9K 0.38% 60
2024
Q3 		$908K Buy
24,967
+4,815
+24% +$168K 0.41% 58
2024
Q2 		$673K Buy
20,152
+5,924
+42% +$199K 0.33% 68
2024
Q1 		$495K Buy
14,228
+3,065
+27% +$100K 0.26% 94
2023
Q4 		$366K Sell
11,163
-1,400
-11% -$40.9K 0.21% 117
2023
Q3 		$355K Sell
12,563
-1,700
-12% -$49.6K 0.22% 113
2023
Q2 		$404K Sell
14,263
-1,665
-10% -$44.2K 0.24% 103
2023
Q1 		$424K Sell
15,928
-2,870
-15% -$79.6K 0.26% 88
2022
Q4 		$490K Buy
18,798
+80
+0.4% +$2.08K 0.33% 70
2022
Q3 		$433K Sell
18,718
-240
-1% -$6.11K 0.39% 52
2022
Q2 		$453K Buy
18,958
+3,970
+26% +$104K 0.44% 50
2022
Q1 		$418K Buy
+14,988
New +$433K 0.33% 73

Other funds holding SDVY

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return