1620 Investment Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

1620 Investment Advisors’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	–	Sell	-3	Closed	-$115	–	670
2025 Q4	$115	Hold	3	–	–	﹤0.01%	637
2025 Q3	$114	Hold	3	–	–	﹤0.01%	638
2025 Q2	$106	Hold	3	–	–	﹤0.01%	667
2025 Q1	$101	Hold	3	–	–	﹤0.01%	671
2024 Q4	$108	Buy	+3	New	+$112	﹤0.01%	689

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

1620 Investment Advisors's SDVY Position: Q1 2026 in Review

1620 Investment Advisors sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2026, closing a stake of 3 shares — an estimated $115 sold.

1620 Investment Advisors first reported a position in SDVY in Q4 2024 and held it in 5 quarters. The position peaked at $115 in Q4 2025. 566 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

1620 Investment Advisors reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
1620 Investment Advisors sold 3 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $115.
1620 Investment Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and held it in 5 quarters.
1620 Investment Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $115 in Q4 2025.
566 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on 1620 Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.