Peak Planning Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Peak Planning 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	-173,454	Closed	-$5.81M	–	125
2025 Q1	$5.81M	Buy	173,454 +716	+0.4%	+$25.5K	2.44%	10
2024 Q4	$6.19M	Buy	172,738 +28,113	+19%	+$1.05M	2.58%	8
2024 Q3	$5.26M	Buy	144,625 +126,003	+677%	+$4.4M	2.31%	11
2024 Q2	$622K	Buy	+18,622	New	+$627K	0.31%	60

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Peak Planning Group's SDVY Position: Q2 2025 in Review

Peak Planning Group sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2025, closing a stake of 173,454 shares — an estimated $5.81M sold.

Peak Planning Group first reported a position in SDVY in Q2 2024 and held it in 4 quarters. The position peaked at $6.19M in Q4 2024. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

Peak Planning Group reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
Peak Planning Group sold 173,454 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $5.81M.
Peak Planning Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and held it in 4 quarters.
Peak Planning Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $6.19M 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 Peak Planning Group's 13F filing for Q2 2025, filed 24 Jun 2026.