Moloney Securities Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Moloney Securities Asset 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 Q3	$420K	Buy	11,044 +784	+8%	+$29.1K	0.05%	298
2025 Q2	$362K	Buy	10,260 +291	+3%	+$9.76K	0.04%	324
2025 Q1	$334K	Buy	9,969 +1,583	+19%	+$56.5K	0.05%	335
2024 Q4	$301K	Buy	+8,386	New	+$314K	0.04%	346

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

Moloney Securities Asset Management's SDVY Position: Q3 2025 in Review

Moloney Securities Asset Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 7.6% in Q3 2025, buying an estimated $29.1K and bringing the position to 11,044 shares worth $420K. The position accounts for 0.05% of the portfolio, ranked #298.

Moloney Securities Asset Management first reported a position in SDVY in Q4 2024 and has held it in 4 quarters since. 484 funds tracked by Wall St. Rank hold SDVY as of Q3 2025.

Moloney Securities Asset Management held 11,044 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $420K as of Q3 2025.
Moloney Securities Asset Management bought 784 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2025, an estimated $29.1K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.05% of Moloney Securities Asset Management's portfolio in Q3 2025, its #298 holding.
Moloney Securities Asset Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 4 quarters since.
484 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.