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

PFG 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 Q2	–	Sell	-394	Closed	-$13.2K	–	208
2025 Q1	$13.2K	Hold	394	–	–	0.01%	133
2024 Q4	$14.1K	Hold	394	–	–	0.01%	124
2024 Q3	$14.3K	Hold	394	–	–	0.01%	131
2024 Q2	$13.2K	Hold	394	–	–	0.01%	130
2024 Q1	$13.7K	Hold	394	–	–	0.01%	123
2023 Q4	$12.9K	Buy	+394	New	+$11.5K	0.01%	115

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

PFG Private Wealth Management's SDVY Position: Q2 2025 in Review

PFG Private Wealth Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2025, closing a stake of 394 shares — an estimated $13.2K sold.

PFG Private Wealth Management first reported a position in SDVY in Q4 2023 and held it in 6 quarters. The position peaked at $14.3K in Q3 2024. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

PFG Private Wealth Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 394 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $13.2K.
PFG Private Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and held it in 6 quarters.
PFG Private Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $14.3K in Q3 2024.
473 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.