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Paragon Private Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Paragon Private Wealth Management’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
-6,007
Closed -$215K – 191
2024
Q4 		$215K Buy
+6,007
New +$225K 0.1% 160

Other funds holding SDVY

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Paragon Private Wealth Management's SDVY Position: Q1 2025 in Review

Paragon Private Wealth Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2025, closing a stake of 6,007 shares — an estimated $215K sold.

Paragon Private Wealth Management first reported a position in SDVY in Q4 2024 and held it in 1 quarter. The position peaked at $215K in Q4 2024. 482 funds tracked by Wall St. Rank hold SDVY as of Q1 2025.

  • Paragon Private Wealth Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
  • Paragon Private Wealth Management sold 6,007 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2025, an estimated $215K.
  • Paragon Private Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and held it in 1 quarter.
  • Paragon Private Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $215K in Q4 2024.
  • 482 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2025.

Based on Paragon Private Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.