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Stephens Inc’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Stephens Inc’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 		$3.59M Sell
91,160
-2,016
-2% -$81.9K 0.05% 354
2025
Q4 		$3.57M Sell
93,176
-2,775
-3% -$105K 0.04% 367
2025
Q3 		$3.65M Buy
95,951
+3,130
+3% +$116K 0.05% 348
2025
Q2 		$3.27M Sell
92,821
-899
-1% -$30.2K 0.05% 355
2025
Q1 		$3.14M Buy
93,720
+4,046
+5% +$144K 0.05% 359
2024
Q4 		$3.21M Buy
89,674
+70,073
+357% +$2.62M 0.05% 345
2024
Q3 		$713K Buy
19,601
+4,827
+33% +$169K 0.01% 704
2024
Q2 		$493K Buy
14,774
+7,151
+94% +$241K 0.01% 802
2024
Q1 		$265K Buy
+7,623
New +$249K ﹤0.01% 1050
2022
Q3 		– Sell
-11,435
Closed -$273K – 1253
2022
Q2 		$273K Sell
11,435
-3,537
-24% -$92.6K 0.01% 955
2022
Q1 		$417K Buy
14,972
+882
+6% +$25.5K 0.01% 885
2021
Q4 		$427K Buy
+14,090
New +$420K 0.01% 905

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