Advisory Services Network’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$521K Buy
13,219
+1,127
+9% +$45.8K 0.01% 1255
2025
Q4
$463K Sell
12,092
-724
-6% -$27.5K 0.01% 1256
2025
Q3
$487K Buy
12,816
+136
+1% +$5.04K 0.01% 1204
2025
Q2
$457K Buy
12,680
+839
+7% +$28.2K 0.01% 1199
2025
Q1
$397K Sell
11,841
-1,586
-12% -$56.6K 0.01% 1166
2024
Q4
$481K Sell
13,427
-7,703
-36% -$288K 0.01% 1064
2024
Q3
$705K Hold
21,130
0.01% 839
2024
Q2
$705K Buy
21,130
+268
+1% +$9.02K 0.01% 839
2024
Q1
$726K Buy
20,862
+19,763
+1,798% +$645K 0.02% 806
2023
Q4
$36K Buy
+1,099
New +$32.1K ﹤0.01% 2186
2023
Q2
Sell
-2,550
Closed -$68K 3274
2023
Q1
$68K Sell
2,550
-1,772
-41% -$49.2K ﹤0.01% 1855
2022
Q4
$113K Buy
+4,322
New +$112K ﹤0.01% 1544
2021
Q3
Sell
-1,649
Closed -$48K 2918
2021
Q2
$48K Buy
+1,649
New +$48.6K ﹤0.01% 2025

Other funds holding SDVY

Advisory Services Network's SDVY Position: Q1 2026 in Review

Advisory Services Network increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 9.3% in Q1 2026, buying an estimated $45.8K and bringing the position to 13,219 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #1255.

Advisory Services Network first reported a position in SDVY in Q2 2021 and has held it in 13 quarters since. The position peaked at $726K in Q1 2024. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

  • Advisory Services Network held 13,219 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $521K as of Q1 2026.
  • Advisory Services Network bought 1,127 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $45.8K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1255 holding.
  • Advisory Services Network first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2021 and has held it in 13 quarters since.
  • Advisory Services Network's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $726K 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 Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.