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Caldwell Trust’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Caldwell Trust’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 		$154K Hold
3,900
– – 0.01% 360
2025
Q4 		$149K Buy
+3,900
New +$148K 0.01% 357

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

Caldwell Trust's SDVY Position: Q1 2026 in Review

Caldwell Trust held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q1 2026 at 3,900 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #360.

Caldwell Trust first reported a position in SDVY in Q4 2025 and has held it in 2 quarters since. 565 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

  • Caldwell Trust held 3,900 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $154K as of Q1 2026.
  • Caldwell Trust left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q1 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of Caldwell Trust's portfolio in Q1 2026, its #360 holding.
  • Caldwell Trust first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 2 quarters since.
  • 565 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.