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

Truvestments 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 Q3	–	Sell	-215	Closed	-$7.58K	–	1109
2025 Q2	$7.58K	Hold	215	–	–	﹤0.01%	687
2025 Q1	$7.2K	Buy	+215	New	+$7.67K	﹤0.01%	704
2024 Q1	–	Sell	-1	Closed	-$48	–	848
2023 Q4	$48	Buy	+1	New	+$29	﹤0.01%	784

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truvestments Capital's SDVY Position: Q3 2025 in Review

Truvestments Capital sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2025, closing a stake of 215 shares — an estimated $7.58K sold.

Truvestments Capital first reported a position in SDVY in Q4 2023 and held it in 3 quarters. The position peaked at $7.58K in Q2 2025. 484 funds tracked by Wall St. Rank hold SDVY as of Q3 2025.

Truvestments Capital reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q3 2025 after selling out during the quarter.
Truvestments Capital sold 215 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2025, an estimated $7.58K.
Truvestments Capital first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and held it in 3 quarters.
Truvestments Capital's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $7.58K in Q2 2025.
484 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2025.

Based on Truvestments Capital's 13F filing for Q3 2025, filed 14 Nov 2025.