MWM
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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
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