San Luis Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

San Luis Wealth Advisors’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	-182,774	Closed	-$6.12M	–	153
2025 Q1	$6.12M	Sell	182,774 -16,010	-8%	-$571K	1.38%	19
2024 Q4	$7.13M	Buy	198,784 +18,435	+10%	+$690K	1.35%	17
2024 Q3	$6.56M	Buy	180,349 +125,606	+229%	+$4.39M	1.36%	16
2024 Q2	$1.83M	Sell	54,743 -1,950	-3%	-$65.7K	0.44%	42
2024 Q1	$1.97M	Buy	+56,693	New	+$1.85M	1.04%	20

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

San Luis Wealth Advisors's SDVY Position: Q2 2025 in Review

San Luis Wealth Advisors sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2025, closing a stake of 182,774 shares — an estimated $6.12M sold.

San Luis Wealth Advisors first reported a position in SDVY in Q1 2024 and held it in 5 quarters. The position peaked at $7.13M in Q4 2024. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

San Luis Wealth Advisors reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
San Luis Wealth Advisors sold 182,774 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $6.12M.
San Luis Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and held it in 5 quarters.
San Luis Wealth Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $7.13M 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 San Luis Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.