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

NewEdge 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	-34,277	Closed	-$1.15M	–	1025
2025 Q1	$1.15M	Buy	34,277 +6,830	+25%	+$244K	0.02%	448
2024 Q4	$984K	Hold	27,447	–	–	0.02%	489
2024 Q3	$999K	Buy	+27,447	New	+$958K	0.02%	472

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

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

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

NewEdge Wealth's SDVY Position: Q2 2025 in Review

NewEdge Wealth sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2025, closing a stake of 34,277 shares — an estimated $1.15M sold.

NewEdge Wealth first reported a position in SDVY in Q3 2024 and held it in 3 quarters. The position peaked at $1.15M in Q1 2025. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

NewEdge Wealth reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
NewEdge Wealth sold 34,277 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $1.15M.
NewEdge Wealth first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and held it in 3 quarters.
NewEdge Wealth's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.15M in Q1 2025.
473 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2025.

Based on NewEdge Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.