AIFG Consultants’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

AIFG Consultants’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
2025 Q4	$1.9M	Buy	49,581 +4,977	+11%	+$189K	3.26%	9
2025 Q3	$1.7M	Sell	44,604 -3,868	-8%	-$143K	2.99%	10
2025 Q2	$1.71M	Sell	48,472 -44,076	-48%	-$1.48M	3.33%	9
2025 Q1	$3.1M	Sell	92,548 -4,302	-4%	-$153K	5.11%	6
2024 Q4	$3.47M	Sell	96,850 -90,108	-48%	-$3.37M	5.66%	5
2024 Q3	$6.8M	Buy	186,958 +20,828	+13%	+$727K	5.17%	9
2024 Q2	$5.55M	Sell	166,130 -18,447	-10%	-$621K	4.12%	11
2024 Q1	$6.43M	Buy	184,577 +9,932	+6%	+$324K	4.63%	11
2023 Q4	$5.72M	Buy	+174,645	New	+$5.1M	4.35%	10

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AIFG Consultants's SDVY Position: Q4 2025 in Review

AIFG Consultants increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 11% in Q4 2025, buying an estimated $189K and bringing the position to 49,581 shares worth $1.9M. The position accounts for 3.26% of the portfolio, ranked #9.

AIFG Consultants first reported a position in SDVY in Q4 2023 and has held it in 9 quarters since. The position peaked at $6.8M in Q3 2024. 534 funds tracked by Wall St. Rank hold SDVY as of Q4 2025.

AIFG Consultants held 49,581 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.9M as of Q4 2025.
AIFG Consultants bought 4,977 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2025, an estimated $189K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 3.26% of AIFG Consultants's portfolio in Q4 2025, its #9 holding.
AIFG Consultants first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 9 quarters since.
AIFG Consultants's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $6.8M in Q3 2024.
534 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.