AE Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

AE Wealth Management’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	$1.35M	Buy	34,319 +3,043	+10%	+$124K	0.01%	763
2025 Q4	$1.2M	Buy	31,276 +7,792	+33%	+$296K	0.01%	748
2025 Q3	$893K	Buy	23,484 +2,515	+12%	+$93.3K	0.01%	785
2025 Q2	$740K	Sell	20,969 -23,916	-53%	-$802K	0.01%	799
2025 Q1	$1.5M	Sell	44,885 -3,679	-8%	-$131K	0.01%	604
2024 Q4	$1.74M	Buy	48,564 +3,910	+9%	+$146K	0.01%	569
2024 Q3	$1.62M	Sell	44,654 -398	-0.9%	-$13.9K	0.01%	591
2024 Q2	$1.5M	Buy	45,052 +3,774	+9%	+$127K	0.02%	597
2024 Q1	$1.44M	Sell	41,278 -356,379	-90%	-$11.6M	0.02%	577
2023 Q4	$12.9M	Buy	397,657 +215,516	+118%	+$6.29M	0.07%	339
2023 Q3	$5.14M	Sell	182,141 -44,881	-20%	-$1.31M	0.03%	530
2023 Q2	$6.43M	Buy	227,022 +1,658	+0.7%	+$44K	0.04%	472
2023 Q1	$6.01M	Buy	225,364 +181,336	+412%	+$5.03M	0.04%	461
2022 Q4	$1.15M	Sell	44,028 -17,018	-28%	-$442K	0.01%	931
2022 Q3	$1.41M	Sell	61,046 -74,978	-55%	-$1.91M	0.01%	817
2022 Q2	$3.25M	Sell	136,024 -357,703	-72%	-$9.37M	0.03%	517
2022 Q1	$13.8M	Buy	493,727 +479,882	+3,466%	+$13.9M	0.09%	222
2021 Q4	$420K	Buy	13,845 +2,264	+20%	+$67.4K	﹤0.01%	1324
2021 Q3	$327K	Buy	11,581 +2,369	+26%	+$68.6K	﹤0.01%	1330
2021 Q2	$268K	Buy	+9,212	New	+$272K	﹤0.01%	1395

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

AE Wealth Management's SDVY Position: Q1 2026 in Review

AE Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 9.7% in Q1 2026, buying an estimated $124K and bringing the position to 34,319 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #763.

AE Wealth Management first reported a position in SDVY in Q2 2021 and has held it in 20 quarters since. The position peaked at $13.8M in Q1 2022. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

AE Wealth Management held 34,319 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.35M as of Q1 2026.
AE Wealth Management bought 3,043 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $124K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #763 holding.
AE Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2021 and has held it in 20 quarters since.
AE Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $13.8M in Q1 2022.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.