Kovitz Investment Group Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Kovitz Investment Group Partners’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	-189,188	Closed	-$7.19M	–	1171
2025 Q3	$7.19M	Sell	189,188 -1,916	-1%	-$71.1K	0.03%	391
2025 Q2	$6.74M	Sell	191,104 -317,605	-62%	-$10.7M	0.03%	386
2025 Q1	$17M	Buy	508,709 +166,795	+49%	+$5.95M	0.09%	194
2024 Q4	$12.3M	Buy	341,914 +1,121	+0.3%	+$41.9K	0.06%	230
2024 Q3	$12.4M	Buy	+340,793	New	+$11.9M	0.09%	192

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

Kovitz Investment Group Partners's SDVY Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2025, closing a stake of 189,188 shares — an estimated $7.19M sold.

Kovitz Investment Group Partners first reported a position in SDVY in Q3 2024 and held it in 5 quarters. The position peaked at $17M in Q1 2025. 534 funds tracked by Wall St. Rank hold SDVY as of Q4 2025.

Kovitz Investment Group Partners reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 189,188 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2025, an estimated $7.19M.
Kovitz Investment Group Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $17M in Q1 2025.
534 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.