AmeriFlex Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

AmeriFlex Group’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	$32.3K	Buy	820 +432	+111%	+$17.5K	0.02%	516
2025 Q4	$14.9K	Buy	388 +90	+30%	+$3.42K	0.01%	645
2025 Q3	$11.3K	Sell	298 -1,424	-83%	-$52.8K	﹤0.01%	753
2025 Q2	$60.6K	Buy	1,722 +224	+15%	+$7.52K	0.03%	351
2025 Q1	$50.2K	Buy	1,498 +1,221	+441%	+$43.6K	0.02%	462
2024 Q4	$10.4K	Buy	+277	New	+$10.4K	﹤0.01%	769

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

AmeriFlex Group's SDVY Position: Q1 2026 in Review

AmeriFlex Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 111% in Q1 2026, buying an estimated $17.5K and bringing the position to 820 shares worth $32.3K. The position accounts for 0.02% of the portfolio, ranked #516.

AmeriFlex Group first reported a position in SDVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $60.6K in Q2 2025. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

AmeriFlex Group held 820 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $32.3K as of Q1 2026.
AmeriFlex Group bought 432 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $17.5K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of AmeriFlex Group's portfolio in Q1 2026, its #516 holding.
AmeriFlex Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $60.6K in Q2 2025.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.