LFAS
SDVY icon

Level Four Advisory Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Level Four Advisory Services’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
2026
Q1 		$1.43M Buy
36,338
+7,026
+24% +$285K 0.05% 349
2025
Q4 		$1.12M Buy
29,312
+9,426
+47% +$358K 0.04% 389
2025
Q3 		$756K Buy
19,886
+610
+3% +$22.6K 0.03% 462
2025
Q2 		$680K Sell
19,276
-3,338
-15% -$112K 0.03% 458
2025
Q1 		$758K Sell
22,614
-815
-3% -$29.1K 0.03% 412
2024
Q4 		$840K Buy
23,429
+3,162
+16% +$118K 0.03% 385
2024
Q3 		$731K Sell
20,267
-16,244
-44% -$567K 0.03% 426
2024
Q2 		$1.22M Buy
36,511
+24,101
+194% +$811K 0.05% 293
2024
Q1 		$407K Hold
12,410
– – 0.02% 533
2023
Q4 		$407K Buy
+12,410
New +$362K 0.02% 531

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $376B 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 $501B 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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