Thrivent Financial for Lutherans
SDVY icon

Thrivent Financial for Lutherans’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Thrivent Financial for Lutherans’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
-36,754
Closed -$1.44M – 2555
2025
Q1 		$1.44M Sell
36,754
-16,354
-31% -$583K ﹤0.01% 1470
2024
Q4 		$2.02M Buy
53,108
+16,558
+45% +$620K ﹤0.01% 1426
2024
Q3 		$1.33M Buy
36,550
+465
+1% +$16.2K ﹤0.01% 1731
2024
Q2 		$1.21M Buy
36,085
+417
+1% +$14K ﹤0.01% 1752
2024
Q1 		$1.24M Buy
35,668
+700
+2% +$22.9K ﹤0.01% 1764
2023
Q4 		$1.15M Sell
34,968
-1,923
-5% -$56.1K ﹤0.01% 1754
2023
Q3 		$1.04M Buy
36,891
+22,686
+160% +$662K ﹤0.01% 1714
2023
Q2 		$401K Buy
14,205
+377
+3% +$10K ﹤0.01% 2256
2023
Q1 		$363K Sell
13,828
-355
-3% -$9.85K ﹤0.01% 2243
2022
Q4 		$371K Buy
+14,183
New +$368K ﹤0.01% 2207

Other funds holding SDVY

LPL Financial
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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

Thrivent Financial for Lutherans's SDVY Position: Q2 2025 in Review

Thrivent Financial for Lutherans sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2025, closing a stake of 36,754 shares — an estimated $1.44M sold.

Thrivent Financial for Lutherans first reported a position in SDVY in Q4 2022 and held it in 10 quarters. The position peaked at $2.02M in Q4 2024. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

  • Thrivent Financial for Lutherans reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 36,754 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $1.44M.
  • Thrivent Financial for Lutherans first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2022 and held it in 10 quarters.
  • Thrivent Financial for Lutherans's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.02M 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 Thrivent Financial for Lutherans's 13F filing for Q2 2025, filed 11 Aug 2025.