TRCT
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Tower Research Capital (TRC)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Tower Research Capital (TRC)’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 		$1.54M Buy
39,153
+23,792
+155% +$966K 0.04% 412
2025
Q4 		$589K Buy
+15,361
New +$583K 0.01% 744
2025
Q1 		– Sell
-7,717
Closed -$277K – 5718
2024
Q4 		$277K Buy
+7,717
New +$289K 0.01% 1474
2024
Q1 		– Sell
-422
Closed -$13.8K – 6107
2023
Q4 		$13.8K Buy
+422
New +$12.3K ﹤0.01% 3931
2023
Q2 		– Sell
-23,437
Closed -$625K – 6331
2023
Q1 		$625K Buy
23,437
+12,137
+107% +$337K 0.02% 707
2022
Q4 		$294K Sell
11,300
-5,038
-31% -$131K 0.01% 1034
2022
Q3 		$378K Buy
16,338
+717
+5% +$18.2K 0.01% 1362
2022
Q2 		$373K Sell
15,621
-16,015
-51% -$419K 0.01% 1320
2022
Q1 		$882K Buy
+31,636
New +$914K 0.01% 843
2020
Q2 		– Sell
-518
Closed -$7K – 4966
2020
Q1 		$7K Buy
+518
New +$9.99K ﹤0.01% 2186

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $376B 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 $501B 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 $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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