Blue Chip Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVY
CIA
Blue Chip Partners's SDVY Position: Q1 2026 in Review
Blue Chip Partners increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.8% in Q1 2026, buying an estimated $679K and bringing the position to 607,551 shares worth $24M. The position accounts for 1.72% of the portfolio, ranked #25.
Blue Chip Partners first reported a position in SDVY in Q4 2024 and has held it in 6 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.
- Blue Chip Partners held 607,551 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $24M as of Q1 2026.
- Blue Chip Partners bought 16,720 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $679K.
- First Trust SMID Cap Rising Dividend Achievers ETF made up 1.72% of Blue Chip Partners's portfolio in Q1 2026, its #25 holding.
- Blue Chip Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
- 564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.
Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.