Parr McKnight Wealth Management Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Parr McKnight Wealth Management Group’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	-7,561	Closed	-$253K	–	234
2025 Q1	$253K	Sell	7,561 -85	-1%	-$3.03K	0.04%	211
2024 Q4	$274K	Buy	+7,646	New	+$286K	0.04%	209

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

Parr McKnight Wealth Management Group's SDVY Position: Q2 2025 in Review

Parr McKnight Wealth Management Group sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2025, closing a stake of 7,561 shares — an estimated $253K sold.

Parr McKnight Wealth Management Group first reported a position in SDVY in Q4 2024 and held it in 2 quarters. The position peaked at $274K in Q4 2024. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

Parr McKnight Wealth Management Group reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
Parr McKnight Wealth Management Group sold 7,561 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $253K.
Parr McKnight Wealth Management Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and held it in 2 quarters.
Parr McKnight Wealth Management Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $274K in Q4 2024.
473 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2025.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2025, filed 11 Aug 2025.