TWP
SDVY icon

Tempus Wealth Planning’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Tempus Wealth Planning’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
-7,178
Closed -$240K – 276
2025
Q1 		$240K Sell
7,178
-2,534
-26% -$90.4K 0.07% 226
2024
Q4 		$348K Buy
+9,712
New +$363K 0.11% 176

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Tempus Wealth Planning's SDVY Position: Q2 2025 in Review

Tempus Wealth Planning sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2025, closing a stake of 7,178 shares — an estimated $240K sold.

Tempus Wealth Planning first reported a position in SDVY in Q4 2024 and held it in 2 quarters. The position peaked at $348K in Q4 2024. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

  • Tempus Wealth Planning reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
  • Tempus Wealth Planning sold 7,178 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $240K.
  • Tempus Wealth Planning first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and held it in 2 quarters.
  • Tempus Wealth Planning's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $348K 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 Tempus Wealth Planning's 13F filing for Q2 2025, filed 17 Jul 2025.