Torren Management
SDVY icon

Torren Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Torren Management’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
Q3 		– Sell
-1,268
Closed -$54.7K – 980
2026
Q2 		$54.7K Buy
1,268
+3
+0.2% +$125 0.03% 56
2026
Q1 		$49.9K Buy
+1,265
New +$51.4K 0.02% 51

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Southern Financial Group
Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Torren Management's SDVY Position: Q3 2026 in Review

Torren Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2026, closing a stake of 1,268 shares — an estimated $54.7K sold.

Torren Management first reported a position in SDVY in Q1 2026 and held it in 2 quarters. The position peaked at $54.7K in Q2 2026. 329 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

  • Torren Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q3 2026 after selling out during the quarter.
  • Torren Management sold 1,268 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $54.7K.
  • Torren Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2026 and held it in 2 quarters.
  • Torren Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $54.7K in Q2 2026.
  • 329 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Torren Management's 13F filing for Q3 2026, filed 29 Oct 2026.