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Allie Family Office’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Allie Family Office’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 		$455K Hold
11,545
– – 0.2% 62
2025
Q4 		$442K Buy
11,545
+264
+2% +$10K 0.21% 63
2025
Q3 		$429K Buy
+11,281
New +$418K 0.2% 64

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Allie Family Office's SDVY Position: Q1 2026 in Review

Allie Family Office held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q1 2026 at 11,545 shares worth $455K. The position accounts for 0.2% of the portfolio, ranked #62.

Allie Family Office first reported a position in SDVY in Q3 2025 and has held it in 3 quarters since. 566 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

  • Allie Family Office held 11,545 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $455K as of Q1 2026.
  • Allie Family Office 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 0.2% of Allie Family Office's portfolio in Q1 2026, its #62 holding.
  • Allie Family Office first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2025 and has held it in 3 quarters since.
  • 566 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.