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

SeaCrest 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 Q1	–	Sell	-12,778	Closed	-$458K	–	691
2024 Q4	$458K	Sell	12,778 -398	-3%	-$14.9K	0.05%	357
2024 Q3	$479K	Buy	13,176 +1,492	+13%	+$52.1K	0.05%	348
2024 Q2	$390K	Buy	11,684 +575	+5%	+$19.4K	0.04%	386
2024 Q1	$387K	Buy	+11,109	New	+$363K	0.05%	372
2022 Q3	–	Sell	-2,000	Closed	-$48K	–	1352
2022 Q2	$48K	Buy	+2,000	New	+$52.4K	0.01%	1142

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

SeaCrest Wealth Management's SDVY Position: Q1 2025 in Review

SeaCrest Wealth Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2025, closing a stake of 12,778 shares — an estimated $458K sold.

SeaCrest Wealth Management first reported a position in SDVY in Q2 2022 and held it in 5 quarters. The position peaked at $479K in Q3 2024. 484 funds tracked by Wall St. Rank hold SDVY as of Q1 2025.

SeaCrest Wealth Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
SeaCrest Wealth Management sold 12,778 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2025, an estimated $458K.
SeaCrest Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2022 and held it in 5 quarters.
SeaCrest Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $479K in Q3 2024.
484 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2025.

Based on SeaCrest Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.