MinichMacGregor Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

MinichMacGregor Wealth Management’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	-6,212	Closed	-$236K	–	150
2025 Q3	$236K	Buy	6,212 +302	+5%	+$11.2K	0.05%	127
2025 Q2	$209K	Sell	5,910 -10,794	-65%	-$362K	0.04%	117
2025 Q1	$560K	Sell	16,704 -19,980	-54%	-$713K	0.13%	66
2024 Q4	$1.32M	Sell	36,684 -4,376	-11%	-$164K	0.27%	51
2024 Q3	$1.49M	Sell	41,060 -1,267	-3%	-$44.2K	0.32%	49
2024 Q2	$1.41M	Sell	42,327 -9	-0%	-$303	0.34%	46
2024 Q1	$1.46M	Buy	42,336 +5,535	+15%	+$181K	0.37%	50
2023 Q4	$1.21M	Sell	36,801 -1,256	-3%	-$36.7K	0.35%	41
2023 Q3	$1.07M	Buy	+38,057	New	+$1.11M	0.36%	51

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

MinichMacGregor Wealth Management's SDVY Position: Q4 2025 in Review

MinichMacGregor Wealth Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2025, closing a stake of 6,212 shares — an estimated $236K sold.

MinichMacGregor Wealth Management first reported a position in SDVY in Q3 2023 and held it in 9 quarters. The position peaked at $1.49M in Q3 2024. 534 funds tracked by Wall St. Rank hold SDVY as of Q4 2025.

MinichMacGregor Wealth Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
MinichMacGregor Wealth Management sold 6,212 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2025, an estimated $236K.
MinichMacGregor Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2023 and held it in 9 quarters.
MinichMacGregor Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.49M in Q3 2024.
534 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.