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Richards, Merrill & Peterson’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Richards, Merrill & Peterson’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
-154
Closed -$5.16K – 419
2025
Q1 		$5.16K Buy
+154
New +$5.49K ﹤0.01% 437

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

Richards, Merrill & Peterson's SDVY Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2025, closing a stake of 154 shares — an estimated $5.16K sold.

Richards, Merrill & Peterson first reported a position in SDVY in Q1 2025 and held it in 1 quarter. The position peaked at $5.16K in Q1 2025. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 154 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $5.16K.
  • Richards, Merrill & Peterson first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2025 and held it in 1 quarter.
  • Richards, Merrill & Peterson's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $5.16K in Q1 2025.
  • 473 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.