Lion Street Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Lion Street Advisors’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 Q3	–	Sell	-27,684	Closed	-$977K	–	322
2025 Q2	$977K	Buy	27,684 +12,530	+83%	+$420K	0.3%	77
2025 Q1	$508K	Sell	15,154 -8,637	-36%	-$308K	0.16%	140
2024 Q4	$853K	Buy	23,791 +4,091	+21%	+$153K	0.27%	79
2024 Q3	$717K	Buy	19,700 +225	+1%	+$7.86K	0.25%	88
2024 Q2	$650K	Buy	19,475 +2,526	+15%	+$85K	0.24%	92
2024 Q1	$555K	Hold	16,949	–	–	0.23%	99
2023 Q4	$555K	Sell	16,949 -4,575	-21%	-$134K	0.23%	98
2023 Q3	$608K	Buy	+21,524	New	+$628K	0.2%	104

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

Lion Street Advisors's SDVY Position: Q3 2025 in Review

Lion Street Advisors sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2025, closing a stake of 27,684 shares — an estimated $977K sold.

Lion Street Advisors first reported a position in SDVY in Q3 2023 and held it in 8 quarters. The position peaked at $977K in Q2 2025. 483 funds tracked by Wall St. Rank hold SDVY as of Q3 2025.

Lion Street Advisors reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q3 2025 after selling out during the quarter.
Lion Street Advisors sold 27,684 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2025, an estimated $977K.
Lion Street Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2023 and held it in 8 quarters.
Lion Street Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $977K in Q2 2025.
483 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.