MSFS
SDVY icon

Main Street Financial Solutions’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Main Street Financial Solutions’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 		$4.25M Buy
110,789
+78,784
+246% +$2.99M 0.32% 66
2025
Q3 		$1.22M Buy
32,005
+2,533
+9% +$94K 0.08% 220
2025
Q2 		$1.04M Buy
29,472
+7,210
+32% +$242K 0.08% 218
2025
Q1 		$746K Buy
22,262
+2,481
+13% +$88.5K 0.06% 237
2024
Q4 		$709K Buy
19,781
+3,979
+25% +$149K 0.07% 220
2024
Q3 		$575K Sell
15,802
-28,934
-65% -$1.01M 0.05% 287
2024
Q2 		$1.49M Buy
44,736
+2,942
+7% +$99.1K 0.14% 140
2024
Q1 		$1.46M Buy
41,794
+27,381
+190% +$894K 0.16% 126
2023
Q4 		$472K Buy
14,413
+1,753
+14% +$51.2K 0.06% 268
2023
Q3 		$357K Sell
12,660
-7,223
-36% -$211K 0.05% 311
2023
Q2 		$563K Buy
19,883
+71
+0.4% +$1.88K 0.08% 241
2023
Q1 		$528K Buy
19,812
+7,402
+60% +$205K 0.08% 243
2022
Q4 		$323K Buy
+12,410
New +$322K 0.05% 314

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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