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SDVY icon

Moors & Cabot’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Moors & Cabot’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
2026
Q1 		$3M Sell
76,054
-508
-0.7% -$20.6K 0.13% 151
2025
Q4 		$2.93M Buy
76,562
+981
+1% +$37.2K 0.13% 154
2025
Q3 		$2.87M Buy
75,581
+2,932
+4% +$109K 0.13% 156
2025
Q2 		$2.56M Sell
72,649
-2,806
-4% -$94.2K 0.12% 165
2025
Q1 		$2.53M Sell
75,455
-144
-0.2% -$5.14K 0.13% 154
2024
Q4 		$2.71M Buy
75,599
+14,588
+24% +$546K 0.13% 145
2024
Q3 		$2.22M Buy
61,011
+10,197
+20% +$356K 0.11% 171
2024
Q2 		$1.7M Buy
50,814
+1,907
+4% +$64.2K 0.09% 198
2024
Q1 		$1.7M Buy
48,907
+27,780
+131% +$907K 0.09% 207
2023
Q4 		$692K Buy
21,127
+1,520
+8% +$44.4K 0.04% 357
2023
Q3 		$553K Buy
19,607
+2,733
+16% +$79.8K 0.04% 402
2023
Q2 		$478K Buy
16,874
+5,940
+54% +$158K 0.03% 461
2023
Q1 		$291K Buy
10,934
+456
+4% +$12.6K 0.02% 608
2022
Q4 		$273K Buy
+10,478
New +$272K 0.02% 620

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