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

Waterfront Wealth’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 		$289K Hold
7,340
– – 0.05% 244
2025
Q4 		$298K Hold
7,340
– – 0.06% 235
2025
Q3 		$275K Hold
7,340
– – 0.06% 238
2025
Q2 		$259K Sell
7,340
-905
-11% -$30.4K 0.06% 239
2025
Q1 		$276K Buy
8,245
+1,167
+16% +$41.6K 0.07% 222
2024
Q4 		$254K Buy
7,078
+18
+0.3% +$674 0.06% 229
2024
Q3 		$255K Buy
7,060
+635
+10% +$22.2K 0.06% 229
2024
Q2 		$214K Hold
6,425
– – 0.06% 231
2024
Q1 		$214K Sell
6,425
-110
-2% -$3.59K 0.06% 232
2023
Q4 		$214K Buy
+6,535
New +$191K 0.06% 234
2023
Q3 		– Sell
-7,000
Closed -$209K – 253
2023
Q2 		$209K Buy
+7,000
New +$186K 0.06% 234

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