Anderson Financial Strategies’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Anderson Financial Strategies’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	$1.89M	Sell	44,703 -30,599	-41%	-$1.24M	1.04%	21
2025 Q4	$2.89M	Sell	75,302 -14,137	-16%	-$537K	1.68%	16
2025 Q3	$3.4M	Sell	89,439 -706	-0.8%	-$26.2K	2.01%	16
2025 Q2	$3.18M	Sell	90,145 -1,394	-2%	-$46.8K	2.03%	16
2025 Q1	$3.07M	Buy	91,539 +47,786	+109%	+$1.7M	1.88%	16
2024 Q4	$1.57M	Buy	+43,753	New	+$1.64M	0.95%	18

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

Anderson Financial Strategies's SDVY Position: Q1 2026 in Review

Anderson Financial Strategies reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 41% in Q1 2026, selling an estimated $1.24M and leaving 44,703 shares worth $1.89M. The position accounts for 1.04% of the portfolio, ranked #21.

Anderson Financial Strategies first reported a position in SDVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.4M in Q3 2025. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Anderson Financial Strategies held 44,703 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.89M as of Q1 2026.
Anderson Financial Strategies sold 30,599 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $1.24M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.04% of Anderson Financial Strategies's portfolio in Q1 2026, its #21 holding.
Anderson Financial Strategies first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
Anderson Financial Strategies's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.4M in Q3 2025.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Anderson Financial Strategies's 13F filing for Q1 2026, filed 15 May 2026.