Bartlett & Co Wealth Management
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
Q3 		$18K Hold
444
– – ﹤0.01% 911
2026
Q2 		$19.2K Hold
444
– – ﹤0.01% 897
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 $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Bartlett & Co Wealth Management's SDVY Position: Q3 2026 in Review

Bartlett & Co Wealth Management held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q3 2026 at 444 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Bartlett & Co Wealth Management first reported a position in SDVY in Q4 2025 and has held it in 4 quarters since. The position peaked at $19.2K in Q2 2026. 507 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

  • Bartlett & Co Wealth Management held 444 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $18K as of Q3 2026.
  • Bartlett & Co Wealth Management left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q3 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q3 2026, its #911 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 4 quarters since.
  • Bartlett & Co Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $19.2K in Q2 2026.
  • 507 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.