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

Trueblood 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	$3.76M	Buy	95,381 +1,152	+1%	+$46.8K	1.47%	9
2025 Q4	$3.61M	Buy	94,229 +1,185	+1%	+$45K	1.41%	7
2025 Q3	$3.54M	Buy	93,044 +2,467	+3%	+$91.5K	1.38%	8
2025 Q2	$3.2M	Buy	90,577 +3,115	+4%	+$105K	1.34%	7
2025 Q1	$2.93M	Buy	87,462 +5,948	+7%	+$212K	1.36%	7
2024 Q4	$2.92M	Buy	81,514 +7,834	+11%	+$293K	1.44%	5
2024 Q3	$2.68M	Buy	73,680 +11,456	+18%	+$400K	1.35%	5
2024 Q2	$2.08M	Buy	62,224 +2,336	+4%	+$78.7K	1.17%	11
2024 Q1	$2.09M	Buy	59,888 +3,993	+7%	+$130K	1.19%	11
2023 Q4	$1.83M	Buy	+55,895	New	+$1.63M	1.15%	13

Other funds holding SDVY

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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