Meitav Investment House’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Meitav Investment House’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	-36,298	Closed	-$1.3M	–	244
2024 Q4	$1.3M	Hold	36,298	–	–	0.02%	126
2024 Q3	$1.32M	Sell	36,298 -19,418	-35%	-$678K	0.02%	129
2024 Q2	$1.86M	Hold	55,716	–	–	0.03%	123
2024 Q1	$1.94M	Hold	55,716	–	–	0.04%	115
2023 Q4	$1.83M	Buy	+55,716	New	+$1.63M	0.03%	159

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Meitav Investment House's SDVY Position: Q1 2025 in Review

Meitav Investment House sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2025, closing a stake of 36,298 shares — an estimated $1.3M sold.

Meitav Investment House first reported a position in SDVY in Q4 2023 and held it in 5 quarters. The position peaked at $1.94M in Q1 2024. 482 funds tracked by Wall St. Rank hold SDVY as of Q1 2025.

Meitav Investment House reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
Meitav Investment House sold 36,298 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2025, an estimated $1.3M.
Meitav Investment House first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and held it in 5 quarters.
Meitav Investment House's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.94M in Q1 2024.
482 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2025.

Based on Meitav Investment House's 13F filing for Q1 2025, filed 12 May 2025.