BCWM
SDVY icon

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

Bartlett & Co 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 		$18.5K Buy
444
+306
+222% +$12.4K ﹤0.01% 829
2025
Q4 		$5.29K Buy
+138
New +$5.24K ﹤0.01% 1009

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bartlett & Co Wealth Management's SDVY Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 222% in Q1 2026, buying an estimated $12.4K and bringing the position to 444 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Bartlett & Co Wealth Management first reported a position in SDVY in Q4 2025 and has held it in 2 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

  • Bartlett & Co Wealth Management held 444 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $18.5K as of Q1 2026.
  • Bartlett & Co Wealth Management bought 306 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $12.4K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #829 holding.
  • Bartlett & Co Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 2 quarters since.
  • 564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.