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

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Wells Fargo
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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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