VCM
SDVY icon

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

Virtue Capital 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
Q2 		– Sell
-15,970
Closed -$535K – 447
2025
Q1 		$535K Buy
+15,970
New +$570K 0.06% 250
2024
Q3 		– Sell
-12,876
Closed -$460K – 366
2024
Q2 		$460K Buy
12,876
+1,752
+16% +$59K 0.08% 226
2024
Q1 		$370K Buy
11,124
+47
+0.4% +$1.53K 0.07% 260
2023
Q4 		$353K Sell
11,077
-4,784
-30% -$140K 0.07% 255
2023
Q3 		$446K Hold
15,861
– – 0.08% 239
2023
Q2 		$446K Sell
15,861
-2,218
-12% -$58.8K 0.08% 239
2023
Q1 		$461K Buy
18,079
+777
+4% +$21.6K 0.08% 236
2022
Q4 		$451K Buy
17,302
+203
+1% +$5.27K 0.07% 226
2022
Q3 		$395K Buy
17,099
+827
+5% +$21K 0.06% 141
2022
Q2 		$389K Buy
16,272
+2,956
+22% +$77.4K 0.06% 145
2022
Q1 		$371K Buy
+13,316
New +$385K 0.06% 308

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Raymond James Financial
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Wells Fargo
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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