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SDVY icon

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

Parallel 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
2026
Q1 		$859K Buy
21,792
+4,740
+28% +$193K 0.02% 526
2025
Q4 		$653K Buy
17,052
+4,030
+31% +$153K 0.01% 589
2025
Q3 		$495K Buy
13,022
+2,530
+24% +$93.9K 0.01% 666
2025
Q2 		$370K Buy
10,492
+1,420
+16% +$47.6K 0.01% 749
2025
Q1 		$304K Sell
9,072
-142
-2% -$5.07K 0.01% 774
2024
Q4 		$330K Buy
+9,214
New +$345K 0.01% 733
2023
Q4 		– Sell
-205
Closed -$5.79K – 3465
2023
Q3 		$5.79K Hold
205
– – ﹤0.01% 2453
2023
Q2 		$5.8K Buy
+205
New +$5.44K ﹤0.01% 2380

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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