POM Investment Strategies’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

POM Investment Strategies’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	–	Hold	0	–	–	–	140
2025 Q1	–	Sell	-74,797	Closed	-$2.67M	–	212
2024 Q4	$2.68M	Buy	74,797 +716	+1%	+$26.8K	2.02%	13
2024 Q3	$2.7M	Buy	74,081 +442	+0.6%	+$15.4K	2.11%	12
2024 Q2	$2.46M	Sell	73,639 -4,169	-5%	-$140K	1.97%	14
2024 Q1	$2.71M	Buy	77,808 +3,488	+5%	+$114K	2.22%	13
2023 Q4	$2.44M	Buy	+74,320	New	+$2.17M	2.23%	12

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

POM Investment Strategies's SDVY Position: Q2 2025 in Review

POM Investment Strategies held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2025 at 0 shares worth $13. The position accounts for ﹤0.01% of the portfolio, ranked #140.

POM Investment Strategies first reported a position in SDVY in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.71M in Q1 2024. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

POM Investment Strategies held 0 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $13 as of Q2 2025.
POM Investment Strategies left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2025.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of POM Investment Strategies's portfolio in Q2 2025, its #140 holding.
POM Investment Strategies first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 5 quarters since.
POM Investment Strategies's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.71M in Q1 2024.
473 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2025.

Based on POM Investment Strategies's 13F filing for Q2 2025, filed 8 Aug 2025.