Private Client Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Private Client Services’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	–	Sell	-7,954	Closed	-$266K	–	222
2025 Q1	$266K	Sell	7,954 -132	-2%	-$4.71K	0.13%	147
2024 Q4	$290K	Buy	8,086 +726	+10%	+$27.2K	0.16%	126
2024 Q3	$268K	Buy	7,360 +431	+6%	+$15K	0.14%	131
2024 Q2	$231K	Buy	6,929 +426	+7%	+$14.3K	0.15%	122
2024 Q1	$226K	Buy	+6,503	New	+$212K	0.15%	117

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Private Client Services's SDVY Position: Q2 2025 in Review

Private Client Services sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2025, closing a stake of 7,954 shares — an estimated $266K sold.

Private Client Services first reported a position in SDVY in Q1 2024 and held it in 5 quarters. The position peaked at $290K in Q4 2024. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

Private Client Services reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
Private Client Services sold 7,954 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $266K.
Private Client Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and held it in 5 quarters.
Private Client Services's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $290K in Q4 2024.
473 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2025.

Based on Private Client Services's 13F filing for Q2 2025, filed 1 Jul 2025.