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

Naviter Wealth’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 Q2	–	Sell	-142,099	Closed	-$4.77M	–	306
2025 Q1	$4.77M	Buy	142,099 +10,241	+8%	+$365K	0.58%	38
2024 Q4	$4.73M	Sell	131,858 -1,259	-0.9%	-$47.1K	0.57%	36
2024 Q3	$4.84M	Buy	133,117 +27,252	+26%	+$951K	0.67%	37
2024 Q2	$3.53M	Buy	105,865 +2,890	+3%	+$97.3K	0.53%	45
2024 Q1	$3.59M	Sell	102,975 -19,434	-16%	-$634K	0.59%	37
2023 Q4	$4.01M	Sell	122,409 -4,876	-4%	-$142K	0.81%	31
2023 Q3	$3.59M	Buy	127,285 +643	+0.5%	+$18.8K	0.87%	22
2023 Q2	$3.59M	Buy	+126,642	New	+$3.36M	0.91%	21

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Naviter Wealth's SDVY Position: Q2 2025 in Review

Naviter Wealth sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2025, closing a stake of 142,099 shares — an estimated $4.77M sold.

Naviter Wealth first reported a position in SDVY in Q2 2023 and held it in 8 quarters. The position peaked at $4.84M in Q3 2024. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

Naviter Wealth reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
Naviter Wealth sold 142,099 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $4.77M.
Naviter Wealth first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2023 and held it in 8 quarters.
Naviter Wealth's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $4.84M in Q3 2024.
473 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2025.

Based on Naviter Wealth's 13F filing for Q2 2025, filed 28 Jul 2025.