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Knuff & Co’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Knuff & Co’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
-2,000
Closed -$71.7K – 155
2024
Q4 		$71.7K Buy
+2,000
New +$74.8K 0.02% 118

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Knuff & Co's SDVY Position: Q1 2025 in Review

Knuff & Co sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2025, closing a stake of 2,000 shares — an estimated $71.7K sold.

Knuff & Co first reported a position in SDVY in Q4 2024 and held it in 1 quarter. The position peaked at $71.7K in Q4 2024. 482 funds tracked by Wall St. Rank hold SDVY as of Q1 2025.

  • Knuff & Co reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
  • Knuff & Co sold 2,000 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2025, an estimated $71.7K.
  • Knuff & Co first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and held it in 1 quarter.
  • Knuff & Co's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $71.7K in Q4 2024.
  • 482 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2025.

Based on Knuff & Co's 13F filing for Q1 2025, filed 13 May 2025.