Uniting Wealth Spends Over $20 Million on Dividend-Focused ETFs

Core Insights - Uniting Wealth Partners has established a new position in the First Trust SMID Cap Rising Dividend Achievers ETF, acquiring 200,141 shares valued at $7.61 million at the end of Q3 [1][2] Group 1: Investment Position - The new stake in SDVY represents 1.8% of Uniting Wealth Partners' 13F reportable assets under management, making it one of the firm's top ten positions [3] - The value of Uniting Wealth Partners' assets under management increased significantly from $258.6 million in Q2 to $423.7 million in Q3, with the number of holdings rising from around 115 to almost 200 [9] Group 2: ETF Overview - As of December 2, 2025, SDVY shares were priced at $38.03, reflecting a decline of 4.8% over the past year and trailing the S&P 500 by 17.47 percentage points [3][4] - The ETF has a 12-month distribution rate of 1.45% and an expense ratio of 0.59% [4] - SDVY focuses on U.S. small- and mid-cap equities with a history of dividend increases, aiming for both income and capital appreciation [5][8] Group 3: Investment Strategy - SDVY employs a systematic approach based on disciplined selection criteria, targeting long-term capital appreciation and rising income potential [8][11] - The ETF's portfolio consists of 100 small and mid-cap companies known for raising dividends, providing diversification across sectors and industries [5][8]