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Princeton Global Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Princeton Global Asset 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
Q4 		– Sell
-951
Closed -$36.2K – 849
2025
Q3 		$36.2K Buy
+951
New +$35.3K 0.01% 364

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Princeton Global Asset Management's SDVY Position: Q4 2025 in Review

Princeton Global Asset Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2025, closing a stake of 951 shares — an estimated $36.2K sold.

Princeton Global Asset Management first reported a position in SDVY in Q3 2025 and held it in 1 quarter. The position peaked at $36.2K in Q3 2025. 534 funds tracked by Wall St. Rank hold SDVY as of Q4 2025.

  • Princeton Global Asset Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
  • Princeton Global Asset Management sold 951 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2025, an estimated $36.2K.
  • Princeton Global Asset Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2025 and held it in 1 quarter.
  • Princeton Global Asset Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $36.2K in Q3 2025.
  • 534 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2025.

Based on Princeton Global Asset Management's 13F filing for Q4 2025, filed 20 Jan 2026.