LifeWealth Investments’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

LifeWealth Investments’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	-35,365	Closed	-$1.34M	–	164
2025 Q3	$1.34M	Buy	35,365 +909	+3%	+$33.7K	0.44%	53
2025 Q2	$1.22M	Buy	34,456 +8,290	+32%	+$278K	0.44%	52
2025 Q1	$877K	Buy	+26,166	New	+$933K	0.42%	57

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

LifeWealth Investments's SDVY Position: Q4 2025 in Review

LifeWealth Investments sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2025, closing a stake of 35,365 shares — an estimated $1.34M sold.

LifeWealth Investments first reported a position in SDVY in Q1 2025 and held it in 3 quarters. The position peaked at $1.34M in Q3 2025. 534 funds tracked by Wall St. Rank hold SDVY as of Q4 2025.

LifeWealth Investments reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
LifeWealth Investments sold 35,365 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2025, an estimated $1.34M.
LifeWealth Investments first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2025 and held it in 3 quarters.
LifeWealth Investments's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.34M in Q3 2025.
534 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2025.

Based on LifeWealth Investments's 13F filing for Q4 2025, filed 26 Jan 2026.