Breakthru Advisory Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Breakthru Advisory Services’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	–	Sell	-5,880	Closed	-$225K	–	67
2025 Q4	$225K	Buy	5,880 +74	+1%	+$2.81K	0.14%	58
2025 Q3	$221K	Sell	5,806 -210,725	-97%	-$7.82M	0.15%	54
2025 Q2	$7.25M	Hold	216,531	–	–	11.22%	4
2025 Q1	$7.25M	Sell	216,531 -3,699	-2%	-$132K	11.22%	4
2024 Q4	$7.9M	Buy	+220,230	New	+$8.24M	7.15%	5

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

Breakthru Advisory Services's SDVY Position: Q1 2026 in Review

Breakthru Advisory Services sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2026, closing a stake of 5,880 shares — an estimated $225K sold.

Breakthru Advisory Services first reported a position in SDVY in Q4 2024 and held it in 5 quarters. The position peaked at $7.9M in Q4 2024. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Breakthru Advisory Services reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
Breakthru Advisory Services sold 5,880 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $225K.
Breakthru Advisory Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and held it in 5 quarters.
Breakthru Advisory Services's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $7.9M in Q4 2024.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Breakthru Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.