Advisornet Financial’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Advisornet Financial’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	$1.63M	Buy	41,274 +4,196	+11%	+$170K	0.08%	193
2025 Q4	$1.42M	Buy	37,078 +1,626	+5%	+$61.7K	0.08%	206
2025 Q3	$1.35M	Buy	35,452 +7,870	+29%	+$292K	0.08%	210
2025 Q2	$973K	Buy	27,582 +17,518	+174%	+$588K	0.06%	248
2025 Q1	$337K	Buy	10,064 +372	+4%	+$13.3K	0.03%	421
2024 Q4	$347K	Buy	9,692 +3,169	+49%	+$119K	0.03%	385
2024 Q3	$237K	Buy	6,523 +1,903	+41%	+$66.4K	0.02%	487
2024 Q2	$154K	Buy	4,620 +1,916	+71%	+$64.5K	0.01%	538
2024 Q1	$94.2K	Buy	+2,704	New	+$88.3K	0.01%	648

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

Advisornet Financial's SDVY Position: Q1 2026 in Review

Advisornet Financial increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 11% in Q1 2026, buying an estimated $170K and bringing the position to 41,274 shares worth $1.63M. The position accounts for 0.08% of the portfolio, ranked #193.

Advisornet Financial first reported a position in SDVY in Q1 2024 and has held it in 9 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Advisornet Financial held 41,274 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.63M as of Q1 2026.
Advisornet Financial bought 4,196 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $170K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.08% of Advisornet Financial's portfolio in Q1 2026, its #193 holding.
Advisornet Financial first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 9 quarters since.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.