Orion Portfolio Solutions’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Orion Portfolio Solutions’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	$1.21M	Buy	36,188 +4,908	+16%	+$175K	0.01%	978
2024 Q4	$1.12M	Sell	31,280 -2,543	-8%	-$95.2K	0.01%	983
2024 Q3	$1.23M	Sell	33,823 -14,714	-30%	-$514K	0.01%	936
2024 Q2	$1.62M	Buy	48,537 +28,177	+138%	+$949K	0.02%	752
2024 Q1	$709K	Buy	+20,360	New	+$665K	0.01%	1132
2023 Q2	–	Sell	-40,667	Closed	-$1.08M	–	1675
2023 Q1	$1.08M	Buy	40,667 +2,188	+6%	+$60.7K	0.01%	838
2022 Q4	$1M	Buy	38,479 +11,324	+42%	+$294K	0.04%	311
2022 Q3	$628K	Buy	27,155 +11,689	+76%	+$297K	0.02%	356
2022 Q2	$369K	Buy	+15,466	New	+$405K	0.01%	484

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

Orion Portfolio Solutions's SDVY Position: Q1 2025 in Review

Orion Portfolio Solutions increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 16% in Q1 2025, buying an estimated $175K and bringing the position to 36,188 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #978.

Orion Portfolio Solutions first reported a position in SDVY in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.62M in Q2 2024. 483 funds tracked by Wall St. Rank hold SDVY as of Q1 2025.

Orion Portfolio Solutions held 36,188 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.21M as of Q1 2025.
Orion Portfolio Solutions bought 4,908 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2025, an estimated $175K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #978 holding.
Orion Portfolio Solutions first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2022 and has held it in 9 quarters since.
Orion Portfolio Solutions's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.62M in Q2 2024.
483 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.