Prosperity Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Prosperity Wealth 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	$232K	Sell	6,052 -1,068	-15%	-$40.5K	0.08%	222
2025 Q3	$271K	Sell	7,120 -1,076	-13%	-$39.9K	0.09%	199
2025 Q2	$289K	Sell	8,196 -601	-7%	-$20.2K	0.11%	180
2025 Q1	$295K	Sell	8,797 -1,426	-14%	-$50.9K	0.14%	153
2024 Q4	$366K	Sell	10,223 -44	-0.4%	-$1.65K	0.15%	133
2024 Q3	$374K	Buy	10,267 +1,389	+16%	+$48.5K	0.15%	111
2024 Q2	$296K	Buy	8,878 +2,793	+46%	+$94K	0.15%	129
2024 Q1	$212K	Buy	+6,085	New	+$199K	0.1%	142

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

Prosperity Wealth Management's SDVY Position: Q4 2025 in Review

Prosperity Wealth Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 15% in Q4 2025, selling an estimated $40.5K and leaving 6,052 shares worth $232K. The position accounts for 0.08% of the portfolio, ranked #222.

Prosperity Wealth Management first reported a position in SDVY in Q1 2024 and has held it in 8 quarters since. The position peaked at $374K in Q3 2024. 532 funds tracked by Wall St. Rank hold SDVY as of Q4 2025.

Prosperity Wealth Management held 6,052 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $232K as of Q4 2025.
Prosperity Wealth Management sold 1,068 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2025, an estimated $40.5K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.08% of Prosperity Wealth Management's portfolio in Q4 2025, its #222 holding.
Prosperity Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 8 quarters since.
Prosperity Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $374K in Q3 2024.
532 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.