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

ORBA Wealth Advisors’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	-9,970	Closed	-$334K	–	100
2025 Q1	$334K	Hold	9,970	–	–	0.17%	81
2024 Q4	$357K	Sell	9,970 -4,000	-29%	-$150K	0.19%	75
2024 Q3	$508K	Sell	13,970 -14,506	-51%	-$506K	0.26%	65
2024 Q2	$951K	Buy	28,476 +55	+0.2%	+$1.85K	0.49%	41
2024 Q1	$990K	Sell	28,421 -40	-0.1%	-$1.31K	0.55%	41
2023 Q4	$933K	Buy	+28,461	New	+$831K	0.56%	38

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

ORBA Wealth Advisors's SDVY Position: Q2 2025 in Review

ORBA Wealth Advisors sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2025, closing a stake of 9,970 shares — an estimated $334K sold.

ORBA Wealth Advisors first reported a position in SDVY in Q4 2023 and held it in 6 quarters. The position peaked at $990K in Q1 2024. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

ORBA Wealth Advisors reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
ORBA Wealth Advisors sold 9,970 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $334K.
ORBA Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and held it in 6 quarters.
ORBA Wealth Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $990K in Q1 2024.
473 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2025.

Based on ORBA Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.