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Priebe Wealth Holdings’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Priebe Wealth Holdings’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 		$4.92M Buy
139,377
+34,405
+33% +$1.15M 4.26% 7
2025
Q1 		$3.52M Buy
+104,972
New +$3.74M 2.19% 9

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

Priebe Wealth Holdings's SDVY Position: Q2 2025 in Review

Priebe Wealth Holdings increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 33% in Q2 2025, buying an estimated $1.15M and bringing the position to 139,377 shares worth $4.92M. The position accounts for 4.26% of the portfolio, ranked #7.

Priebe Wealth Holdings first reported a position in SDVY in Q1 2025 and has held it in 2 quarters since. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

  • Priebe Wealth Holdings held 139,377 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $4.92M as of Q2 2025.
  • Priebe Wealth Holdings bought 34,405 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $1.15M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 4.26% of Priebe Wealth Holdings's portfolio in Q2 2025, its #7 holding.
  • Priebe Wealth Holdings first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2025 and has held it in 2 quarters since.
  • 473 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.