QCIG
SDVY icon

Quad-Cities Investment Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Quad-Cities Investment Group’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 		$463K Sell
10,742
-327
-3% -$13.6K 0.17% 135
2026
Q1 		$436K Buy
11,069
+285
+3% +$11.6K 0.17% 129
2025
Q4 		$413K Sell
10,784
-2
-0% -$76 0.17% 125
2025
Q3 		$410K Sell
10,786
-679
-6% -$25.2K 0.17% 114
2025
Q2 		$404K Sell
11,465
-159
-1% -$5.33K 0.18% 113
2025
Q1 		$389K Buy
11,624
+944
+9% +$33.7K 0.19% 109
2024
Q4 		$383K Sell
10,680
-74
-0.7% -$2.77K 0.19% 109
2024
Q3 		$391K Buy
10,754
+149
+1% +$5.2K 0.2% 109
2024
Q2 		$354K Buy
10,605
+48
+0.5% +$1.62K 0.2% 110
2024
Q1 		$368K Buy
10,557
+2,384
+29% +$77.8K 0.21% 108
2023
Q4 		$263K Buy
8,173
+26
+0.3% +$759 0.16% 136
2023
Q3 		$230K Buy
8,147
+15
+0.2% +$438 0.15% 147
2023
Q2 		$230K Sell
8,132
-1,022
-11% -$27.1K 0.15% 148
2023
Q1 		$244K Sell
9,154
-65
-0.7% -$1.8K 0.17% 139
2022
Q4 		$240K Sell
9,219
-1,454
-14% -$37.8K 0.18% 141
2022
Q3 		$247K Sell
10,673
-2,149
-17% -$54.7K 0.19% 129
2022
Q2 		$306K Buy
12,822
+50
+0.4% +$1.31K 0.23% 108
2022
Q1 		$356K Buy
12,772
+3,932
+44% +$114K 0.23% 109
2021
Q4 		$268K Buy
+8,840
New +$263K 0.17% 134

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 $59.8B 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 $2.58B 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