Legacy Capital Group California’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Legacy Capital Group California’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	-43,388	Closed	-$1.56M	–	353
2024 Q4	$1.56M	Sell	43,388 -1,837	-4%	-$68.7K	0.47%	38
2024 Q3	$1.65M	Buy	45,225 +343	+0.8%	+$12K	0.55%	33
2024 Q2	$1.5M	Sell	44,882 -956	-2%	-$32.2K	0.54%	41
2024 Q1	$1.6M	Buy	+45,838	New	+$1.5M	0.59%	32

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Legacy Capital Group California's SDVY Position: Q1 2025 in Review

Legacy Capital Group California sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2025, closing a stake of 43,388 shares — an estimated $1.56M sold.

Legacy Capital Group California first reported a position in SDVY in Q1 2024 and held it in 4 quarters. The position peaked at $1.65M in Q3 2024. 482 funds tracked by Wall St. Rank hold SDVY as of Q1 2025.

Legacy Capital Group California reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
Legacy Capital Group California sold 43,388 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2025, an estimated $1.56M.
Legacy Capital Group California first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and held it in 4 quarters.
Legacy Capital Group California's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.65M in Q3 2024.
482 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2025.

Based on Legacy Capital Group California's 13F filing for Q1 2025, filed 9 May 2025.