PCM
SDVY icon

Presidio Capital Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Presidio Capital 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
2026
Q2 		$427K Hold
9,892
– – 0.11% 49
2026
Q1 		$390K Sell
9,892
-1,050
-10% -$42.6K 0.11% 45
2025
Q4 		$419K Buy
10,942
+47
+0.4% +$1.78K 0.13% 45
2025
Q3 		$414K Buy
10,895
+2,047
+23% +$75.9K 0.15% 41
2025
Q2 		$312K Buy
8,848
+1,410
+19% +$47.3K 0.12% 48
2025
Q1 		$249K Sell
7,438
-245,308
-97% -$8.75M 0.1% 57
2024
Q4 		$9.06M Sell
252,746
-85,079
-25% -$3.18M 4.85% 8
2024
Q3 		$12.3M Buy
337,825
+46,999
+16% +$1.64M 7.85% 5
2024
Q2 		$9.71M Sell
290,826
-7,804
-3% -$263K 6.79% 5
2024
Q1 		$10.4M Buy
+298,630
New +$9.75M 7.58% 5

Other funds holding SDVY

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return