ORG Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

ORG Partners’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 Q4	$11.5K	Sell	300 -2,750	-90%	-$104K	﹤0.01%	957
2025 Q3	$116K	Hold	3,050	–	–	0.02%	434
2025 Q2	$110K	Sell	3,050 -1,500	-33%	-$50.3K	0.02%	418
2025 Q1	$153K	Sell	4,550 -1,500	-25%	-$53.5K	0.04%	314
2024 Q4	$217K	Buy	6,050 +4,050	+203%	+$152K	0.03%	309
2024 Q3	$72.8K	Buy	+2,000	New	+$69.8K	0.01%	448

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

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

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

ORG Partners's SDVY Position: Q4 2025 in Review

ORG Partners reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 90% in Q4 2025, selling an estimated $104K and leaving 300 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

ORG Partners first reported a position in SDVY in Q3 2024 and has held it in 6 quarters since. The position peaked at $217K in Q4 2024. 532 funds tracked by Wall St. Rank hold SDVY as of Q4 2025.

ORG Partners held 300 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $11.5K as of Q4 2025.
ORG Partners sold 2,750 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2025, an estimated $104K.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #957 holding.
ORG Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 6 quarters since.
ORG Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $217K in Q4 2024.
532 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.