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

Perennial Investment 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
2025
Q2 		– Sell
-7,574
Closed -$254K – 497
2025
Q1 		$254K Buy
7,574
+1,126
+17% +$40.2K 0.03% 352
2024
Q4 		$231K Buy
+6,448
New +$241K 0.03% 355

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $377B 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 $530B 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
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

Perennial Investment Advisors's SDVY Position: Q2 2025 in Review

Perennial Investment Advisors sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2025, closing a stake of 7,574 shares — an estimated $254K sold.

Perennial Investment Advisors first reported a position in SDVY in Q4 2024 and held it in 2 quarters. The position peaked at $254K in Q1 2025. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

  • Perennial Investment Advisors reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
  • Perennial Investment Advisors sold 7,574 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $254K.
  • Perennial Investment Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and held it in 2 quarters.
  • Perennial Investment Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $254K in Q1 2025.
  • 473 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2025.

Based on Perennial Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.