Arcadia Wealth Management (New York)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Arcadia Wealth Management (New York)’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	$2.81M	Buy	71,362 +3,957	+6%	+$161K	1.52%	17
2025 Q4	$2.58M	Buy	67,405 +4,015	+6%	+$152K	1.48%	17
2025 Q3	$2.41M	Buy	63,390 +8,141	+15%	+$302K	1.46%	17
2025 Q2	$1.95M	Buy	55,249 +13,806	+33%	+$463K	1.33%	19
2025 Q1	$1.39M	Buy	41,443 +12,379	+43%	+$442K	1.08%	23
2024 Q4	$1.04M	Buy	+29,064	New	+$1.09M	0.89%	24

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

Arcadia Wealth Management (New York)'s SDVY Position: Q1 2026 in Review

Arcadia Wealth Management (New York) increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.9% in Q1 2026, buying an estimated $161K and bringing the position to 71,362 shares worth $2.81M. The position accounts for 1.52% of the portfolio, ranked #17.

Arcadia Wealth Management (New York) first reported a position in SDVY in Q4 2024 and has held it in 6 quarters since. 566 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Arcadia Wealth Management (New York) held 71,362 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.81M as of Q1 2026.
Arcadia Wealth Management (New York) bought 3,957 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $161K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.52% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #17 holding.
Arcadia Wealth Management (New York) first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
566 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.