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Westside Investment Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Westside Investment 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
Q3 		– Sell
-100
Closed -$3.6K – 1420
2025
Q2 		$3.6K Hold
100
– – ﹤0.01% 1178
2025
Q1 		$3.37K Hold
100
– – ﹤0.01% 839
2024
Q4 		$3.58K Buy
+100
New +$3.74K ﹤0.01% 825

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $377B 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 $530B 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
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
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

Westside Investment Management's SDVY Position: Q3 2025 in Review

Westside Investment Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2025, closing a stake of 100 shares — an estimated $3.6K sold.

Westside Investment Management first reported a position in SDVY in Q4 2024 and held it in 3 quarters. The position peaked at $3.6K in Q2 2025. 483 funds tracked by Wall St. Rank hold SDVY as of Q3 2025.

  • Westside Investment Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q3 2025 after selling out during the quarter.
  • Westside Investment Management sold 100 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2025, an estimated $3.6K.
  • Westside Investment Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and held it in 3 quarters.
  • Westside Investment Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.6K in Q2 2025.
  • 483 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2025.

Based on Westside Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.