Accordant Advisory Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Accordant Advisory Group’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	$47.3K	Hold	1,200	–	–	0.03%	87
2025 Q4	$46K	Hold	1,200	–	–	0.03%	83
2025 Q3	$45.6K	Hold	1,200	–	–	0.03%	90
2025 Q2	$42.3K	Hold	1,200	–	–	0.03%	90
2025 Q1	$40.2K	Hold	1,200	–	–	0.04%	71
2024 Q4	$43K	Hold	1,200	–	–	0.04%	72
2024 Q3	$43.7K	Hold	1,200	–	–	0.03%	76
2024 Q2	$40.1K	Sell	1,200 -9,937	-89%	-$335K	0.04%	83
2024 Q1	$388K	Buy	+11,137	New	+$364K	0.29%	62

Other funds holding SDVY

LPL Financial San Diego, California $377B AUM 19.32% 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 $6.84B AUM 17.28% 1-Year Est. Return

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

Accordant Advisory Group's SDVY Position: Q1 2026 in Review

Accordant Advisory Group held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q1 2026 at 1,200 shares worth $47.3K. The position accounts for 0.03% of the portfolio, ranked #87.

Accordant Advisory Group first reported a position in SDVY in Q1 2024 and has held it in 9 quarters since. The position peaked at $388K in Q1 2024. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Accordant Advisory Group held 1,200 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $47.3K as of Q1 2026.
Accordant Advisory Group left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q1 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.03% of Accordant Advisory Group's portfolio in Q1 2026, its #87 holding.
Accordant Advisory Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 9 quarters since.
Accordant Advisory Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $388K in Q1 2024.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.