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Touchstone Capital’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Touchstone Capital’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
Q4 		– Sell
-32,687
Closed -$1.24M – 41
2025
Q3 		$1.24M Buy
+32,687
New +$1.21M 0.64% 25

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 $1.66T 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
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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Touchstone Capital's SDVY Position: Q4 2025 in Review

Touchstone Capital sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2025, closing a stake of 32,687 shares — an estimated $1.24M sold.

Touchstone Capital first reported a position in SDVY in Q3 2025 and held it in 1 quarter. The position peaked at $1.24M in Q3 2025. 533 funds tracked by Wall St. Rank hold SDVY as of Q4 2025.

  • Touchstone Capital reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
  • Touchstone Capital sold 32,687 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2025, an estimated $1.24M.
  • Touchstone Capital first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2025 and held it in 1 quarter.
  • Touchstone Capital's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.24M in Q3 2025.
  • 533 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2025.

Based on Touchstone Capital's 13F filing for Q4 2025.