Carson Wealth (CWM LLC)
SDVY icon

Carson Wealth (CWM LLC)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Carson Wealth (CWM LLC)’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 		$17.7M Buy
449,821
+1,349
+0.3% +$54.8K 0.05% 369
2025
Q4 		$17.2M Buy
448,472
+30,845
+7% +$1.17M 0.05% 366
2025
Q3 		$15.9M Buy
417,627
+59,834
+17% +$2.22M 0.05% 340
2025
Q2 		$12.6M Buy
357,793
+81,118
+29% +$2.72M 0.04% 336
2025
Q1 		$9.27M Buy
276,675
+225,830
+444% +$8.06M 0.04% 370
2024
Q4 		$1.82M Buy
50,845
+42,441
+505% +$1.59M 0.01% 820
2024
Q3 		$306K Buy
8,404
+5,336
+174% +$186K ﹤0.01% 1532
2024
Q2 		$102K Buy
3,068
+649
+27% +$21.9K ﹤0.01% 1966
2024
Q1 		$84K Sell
2,419
-832
-26% -$27.2K ﹤0.01% 1987
2023
Q4 		$107K Buy
+3,251
New +$94.9K ﹤0.01% 1719
2023
Q2 		– Sell
-2,536
Closed -$68K – 4434
2023
Q1 		$68K Buy
2,536
+2,058
+431% +$57.1K ﹤0.01% 1706
2022
Q4 		$12K Hold
478
– – ﹤0.01% 2716
2022
Q3 		$11K Hold
478
– – ﹤0.01% 2642
2022
Q2 		$11K Hold
478
– – ﹤0.01% 2532
2022
Q1 		$13K Sell
478
-315
-40% -$9.1K ﹤0.01% 2341
2021
Q4 		$24K Buy
+793
New +$23.6K ﹤0.01% 1897

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SDVY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.3% in Q1 2026, buying an estimated $54.8K and bringing the position to 449,821 shares worth $17.7M. The position accounts for 0.05% of the portfolio, ranked #369.

Carson Wealth (CWM LLC) first reported a position in SDVY in Q4 2021 and has held it in 16 quarters since. 567 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 449,821 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $17.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,349 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $54.8K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #369 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 16 quarters since.
  • 567 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.