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

Pineridge 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
Q3 		$32.8K Buy
862
+2
+0.2% +$74 0.01% 132
2025
Q2 		$30.3K Buy
860
+3
+0.4% +$101 0.01% 138
2025
Q1 		$28.7K Buy
857
+95
+12% +$3.39K 0.01% 151
2024
Q4 		$27.3K Buy
762
+443
+139% +$16.6K 0.01% 190
2024
Q3 		$11.6K Buy
+319
New +$11.1K ﹤0.01% 266

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
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

Pineridge Advisors's SDVY Position: Q3 2025 in Review

Pineridge Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.23% in Q3 2025, buying an estimated $74 and bringing the position to 862 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #132.

Pineridge Advisors first reported a position in SDVY in Q3 2024 and has held it in 5 quarters since. 483 funds tracked by Wall St. Rank hold SDVY as of Q3 2025.

  • Pineridge Advisors held 862 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $32.8K as of Q3 2025.
  • Pineridge Advisors bought 2 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2025, an estimated $74.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of Pineridge Advisors's portfolio in Q3 2025, its #132 holding.
  • Pineridge Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 5 quarters since.
  • 483 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.