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Kraft Davis & Associates’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Kraft Davis & Associates’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
Q2 		– Sell
-7,731
Closed -$244K – 150
2025
Q1 		$244K Hold
7,731
– – 0.08% 112
2024
Q4 		$281K Buy
+7,731
New +$289K 0.08% 109

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
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

Kraft Davis & Associates's SDVY Position: Q2 2025 in Review

Kraft Davis & Associates sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2025, closing a stake of 7,731 shares — an estimated $244K sold.

Kraft Davis & Associates first reported a position in SDVY in Q4 2024 and held it in 2 quarters. The position peaked at $281K in Q4 2024. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

  • Kraft Davis & Associates reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
  • Kraft Davis & Associates sold 7,731 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $244K.
  • Kraft Davis & Associates first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and held it in 2 quarters.
  • Kraft Davis & Associates's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $281K in Q4 2024.
  • 473 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2025.

Based on Kraft Davis & Associates's 13F filing for Q2 2025, filed 29 Jul 2025.