Laidlaw Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Laidlaw Wealth Management’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	-22,946	Closed	-$872K	–	63
2025 Q3	$872K	Sell	22,946 -657	-3%	-$24.4K	2.08%	15
2025 Q2	$833K	Sell	23,603 -2,973	-11%	-$99.8K	2.4%	12
2025 Q1	$890K	Sell	26,576 -26,909	-50%	-$960K	2.62%	12
2024 Q4	$1.92M	Buy	53,485 +10,505	+24%	+$393K	0.84%	34
2024 Q3	$1.56M	Buy	42,980 +1,060	+3%	+$37K	0.77%	38
2024 Q2	$1.4M	Buy	41,920 +180	+0.4%	+$6.06K	0.77%	37
2024 Q1	$1.45M	Buy	41,740 +19,578	+88%	+$639K	0.81%	38
2023 Q4	$726K	Sell	22,162 -2,308	-9%	-$67.4K	0.26%	101
2023 Q3	$691K	Buy	+24,470	New	+$714K	0.23%	109

Other funds holding SDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Laidlaw Wealth Management's SDVY Position: Q4 2025 in Review

Laidlaw Wealth Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2025, closing a stake of 22,946 shares — an estimated $872K sold.

Laidlaw Wealth Management first reported a position in SDVY in Q3 2023 and held it in 9 quarters. The position peaked at $1.92M in Q4 2024. 532 funds tracked by Wall St. Rank hold SDVY as of Q4 2025.

Laidlaw Wealth Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 22,946 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2025, an estimated $872K.
Laidlaw Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2023 and held it in 9 quarters.
Laidlaw Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.92M in Q4 2024.
532 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2025.

Based on Laidlaw Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.