SMC
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Smith, Moore & Co’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Smith, Moore & Co’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 		$961K Buy
24,382
+84
+0.3% +$3.41K 0.07% 218
2025
Q4 		$931K Sell
24,298
-465
-2% -$17.7K 0.07% 208
2025
Q3 		$941K Buy
24,763
+1,777
+8% +$65.9K 0.07% 220
2025
Q2 		$811K Buy
22,986
+1,522
+7% +$51.1K 0.07% 234
2025
Q1 		$719K Buy
21,464
+1,046
+5% +$37.3K 0.07% 244
2024
Q4 		$732K Buy
20,418
+3,982
+24% +$149K 0.07% 231
2024
Q3 		$598K Buy
16,436
+3,041
+23% +$106K 0.06% 261
2024
Q2 		$447K Buy
13,395
+1,930
+17% +$65K 0.05% 280
2024
Q1 		$399K Buy
+11,465
New +$374K 0.04% 299

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $376B 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 $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
UBS Group Zurich, Switzerland $564B AUM 30.12% 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