Woodmont Investment Counsel’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Woodmont Investment Counsel’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	-18,761	Closed	-$662K	–	282
2025 Q2	$662K	Buy	18,761 +2,581	+16%	+$86.6K	0.04%	180
2025 Q1	$542K	Buy	16,180 +2,669	+20%	+$95.2K	0.04%	186
2024 Q4	$484K	Buy	13,511 +3,678	+37%	+$138K	0.04%	190
2024 Q3	$358K	Buy	+9,833	New	+$343K	0.03%	208

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 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 $7.59B AUM 23.38% 1-Year Est. Return

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

Woodmont Investment Counsel's SDVY Position: Q3 2025 in Review

Woodmont Investment Counsel sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2025, closing a stake of 18,761 shares — an estimated $662K sold.

Woodmont Investment Counsel first reported a position in SDVY in Q3 2024 and held it in 4 quarters. The position peaked at $662K in Q2 2025. 484 funds tracked by Wall St. Rank hold SDVY as of Q3 2025.

Woodmont Investment Counsel reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q3 2025 after selling out during the quarter.
Woodmont Investment Counsel sold 18,761 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2025, an estimated $662K.
Woodmont Investment Counsel first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and held it in 4 quarters.
Woodmont Investment Counsel's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $662K 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 Woodmont Investment Counsel's 13F filing for Q3 2025, filed 4 Nov 2025.