TCWM
SDVY icon

Total Clarity Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Total Clarity Wealth 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
Q1 		$419K Sell
10,614
-350
-3% -$14.2K 0.1% 203
2025
Q4 		$420K Sell
10,964
-94
-0.9% -$3.57K 0.1% 195
2025
Q3 		$420K Sell
11,058
-450
-4% -$16.7K 0.11% 186
2025
Q2 		$406K Buy
11,508
+522
+5% +$17.5K 0.12% 182
2025
Q1 		$394K Hold
10,986
– – 0.13% 165
2024
Q4 		$394K Buy
10,986
+5,250
+92% +$196K 0.13% 167
2024
Q3 		$209K Buy
+5,736
New +$200K 0.07% 238
2022
Q3 		– Sell
-1,498
Closed -$36K – 838
2022
Q2 		$36K Buy
+1,498
New +$39.2K 0.02% 460
2022
Q1 		– Sell
-348
Closed -$11K – 777
2021
Q4 		$11K Hold
348
– – 0.01% 678
2021
Q3 		$10K Buy
+348
New +$10.1K ﹤0.01% 681

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $377B 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 $530B 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 $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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