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

LRI 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
Q1 		– Sell
-15,000
Closed -$538K – 1246
2024
Q4 		$538K Hold
15,000
– – 0.05% 131
2024
Q3 		$575K Buy
+15,000
New +$524K 0.06% 137

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LRI Investments's SDVY Position: Q1 2025 in Review

LRI Investments sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2025, closing a stake of 15,000 shares — an estimated $538K sold.

LRI Investments first reported a position in SDVY in Q3 2024 and held it in 2 quarters. The position peaked at $575K in Q3 2024. 482 funds tracked by Wall St. Rank hold SDVY as of Q1 2025.

  • LRI Investments reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
  • LRI Investments sold 15,000 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2025, an estimated $538K.
  • LRI Investments first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and held it in 2 quarters.
  • LRI Investments's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $575K 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 LRI Investments's 13F filing for Q1 2025, filed 1 May 2025.