Onyx Bridge Wealth Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Onyx Bridge Wealth Group’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 Q1	–	Sell	-5,796	Closed	-$208K	–	308
2024 Q4	$208K	Sell	5,796 -1,374	-19%	-$51.4K	0.03%	256
2024 Q3	$261K	Buy	+7,170	New	+$250K	0.04%	227
2022 Q4	–	Sell	-15,640	Closed	-$374K	–	208
2022 Q3	$374K	Sell	15,640 -3,742	-19%	-$95.2K	0.17%	99
2022 Q2	$495K	Buy	+19,382	New	+$508K	0.22%	68

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Onyx Bridge Wealth Group's SDVY Position: Q1 2025 in Review

Onyx Bridge Wealth Group sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2025, closing a stake of 5,796 shares — an estimated $208K sold.

Onyx Bridge Wealth Group first reported a position in SDVY in Q2 2022 and held it in 4 quarters. The position peaked at $495K in Q2 2022. 482 funds tracked by Wall St. Rank hold SDVY as of Q1 2025.

Onyx Bridge Wealth Group reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
Onyx Bridge Wealth Group sold 5,796 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2025, an estimated $208K.
Onyx Bridge Wealth Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2022 and held it in 4 quarters.
Onyx Bridge Wealth Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $495K in Q2 2022.
482 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2025.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2025, filed 29 Apr 2025.