Second Half Financial Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Second Half Financial Partners’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 Q1	$342K	Sell	8,666 -93	-1%	-$3.78K	0.15%	65
2025 Q4	$336K	Hold	8,759	–	–	0.15%	59
2025 Q3	$333K	Sell	8,759 -111	-1%	-$4.12K	0.15%	61
2025 Q2	$313K	Hold	8,870	–	–	0.15%	62
2025 Q1	$297K	Sell	8,870 -512	-5%	-$18.3K	0.15%	65
2024 Q4	$336K	Sell	9,382 -358	-4%	-$13.4K	0.16%	70
2024 Q3	$354K	Buy	9,740 +365	+4%	+$12.7K	0.19%	69
2024 Q2	$313K	Buy	+9,375	New	+$316K	0.25%	31
2023 Q3	–	Sell	-123,235	Closed	-$3.49M	–	118
2023 Q2	$3.49M	Buy	+123,235	New	+$3.27M	0.8%	37

Other funds holding SDVY

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $501B 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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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