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Anchor Investment Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Anchor Investment 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 		$30.4K Buy
+770
New +$31.3K ﹤0.01% 670

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Anchor Investment Management's SDVY Position: Q1 2026 in Review

Anchor Investment Management opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2026: 770 shares worth $30.4K. The stake represents ﹤0.01% of the portfolio and ranks #670 among its holdings.

567 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

  • Anchor Investment Management held 770 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $30.4K as of Q1 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new Anchor Investment Management position in Q1 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #670 holding.
  • 567 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.