Tucker Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Tucker Asset 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
2025 Q4	$48.9K	Buy	+1,276	New	+$48.4K	0.01%	298
2025 Q1	–	Sell	-1,852	Closed	-$66.4K	–	819
2024 Q4	$66.4K	Sell	1,852 -735	-28%	-$27.5K	0.01%	315
2024 Q3	$94.1K	Sell	2,587 -1,198	-32%	-$41.8K	0.02%	233
2024 Q2	$126K	Buy	+3,785	New	+$127K	0.03%	216
2023 Q2	–	Sell	-2,480	Closed	-$66.1K	–	1273
2023 Q1	$66.1K	Buy	2,480 +1,245	+101%	+$34.5K	0.02%	207
2022 Q4	$32.3K	Buy	1,235 +90	+8%	+$2.34K	0.01%	195
2022 Q3	$29.7K	Buy	1,145 +653	+133%	+$16.6K	0.01%	191
2022 Q2	$11.7K	Buy	+492	New	+$12.9K	﹤0.01%	229

Other funds holding SDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Tucker Asset Management's SDVY Position: Q4 2025 in Review

Tucker Asset Management opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2025: 1,276 shares worth $48.9K. The stake represents 0.01% of the portfolio and ranks #298 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in SDVY as recently as Q4 2024.

Tucker Asset Management first reported a position in SDVY in Q2 2022 and has held it in 8 quarters since. The position peaked at $126K in Q2 2024. 532 funds tracked by Wall St. Rank hold SDVY as of Q4 2025.

Tucker Asset Management held 1,276 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $48.9K as of Q4 2025.
First Trust SMID Cap Rising Dividend Achievers ETF was a new Tucker Asset Management position in Q4 2025.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #298 holding.
Tucker Asset Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2022 and has held it in 8 quarters since.
Tucker Asset Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $126K in Q2 2024.
532 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.