Apollon Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Apollon Wealth 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	$3.99M	Sell	101,149 -5,361	-5%	-$218K	0.06%	251
2025 Q4	$4.08M	Sell	106,510 -2,549	-2%	-$96.8K	0.07%	237
2025 Q3	$4.15M	Sell	109,059 -21,218	-16%	-$787K	0.07%	230
2025 Q2	$4.6M	Sell	130,277 -2,962	-2%	-$99.4K	0.09%	196
2025 Q1	$4.46M	Buy	133,239 +7,571	+6%	+$270K	0.1%	189
2024 Q4	$4.51M	Buy	125,668 +16,877	+16%	+$632K	0.1%	175
2024 Q3	$3.96M	Buy	108,791 +44,175	+68%	+$1.54M	0.11%	157
2024 Q2	$2.16M	Buy	64,616 +5,696	+10%	+$192K	0.07%	268
2024 Q1	$2.05M	Buy	58,920 +31,966	+119%	+$1.04M	0.06%	283
2023 Q4	$883K	Buy	+26,954	New	+$787K	0.03%	489

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

Apollon Wealth Management's SDVY Position: Q1 2026 in Review

Apollon Wealth Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5% in Q1 2026, selling an estimated $218K and leaving 101,149 shares worth $3.99M. The position accounts for 0.06% of the portfolio, ranked #251.

Apollon Wealth Management first reported a position in SDVY in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.6M in Q2 2025. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Apollon Wealth Management held 101,149 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.99M as of Q1 2026.
Apollon Wealth Management sold 5,361 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $218K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.06% of Apollon Wealth Management's portfolio in Q1 2026, its #251 holding.
Apollon Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 10 quarters since.
Apollon Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $4.6M 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 Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.