Cannon Wealth Management Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Cannon Wealth Management 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	$582K	Buy	14,750 +3,773	+34%	+$153K	0.39%	43
2025 Q4	$421K	Buy	10,977 +2,475	+29%	+$94K	0.3%	51
2025 Q3	$323K	Buy	+8,502	New	+$315K	0.24%	64

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

Cannon Wealth Management Services's SDVY Position: Q1 2026 in Review

Cannon Wealth Management Services increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 34% in Q1 2026, buying an estimated $153K and bringing the position to 14,750 shares worth $582K. The position accounts for 0.39% of the portfolio, ranked #43.

Cannon Wealth Management Services first reported a position in SDVY in Q3 2025 and has held it in 3 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Cannon Wealth Management Services held 14,750 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $582K as of Q1 2026.
Cannon Wealth Management Services bought 3,773 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $153K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.39% of Cannon Wealth Management Services's portfolio in Q1 2026, its #43 holding.
Cannon Wealth Management Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2025 and has held it in 3 quarters since.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Cannon Wealth Management Services's 13F filing for Q1 2026, filed 5 May 2026.