CBIZ Investment Advisory Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVY
CIA
CBIZ Investment Advisory Services's SDVY Position: Q1 2026 in Review
CBIZ Investment Advisory Services increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.26% in Q1 2026, buying an estimated $41 and bringing the position to 380 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #137.
CBIZ Investment Advisory Services first reported a position in SDVY in Q1 2025 and has held it in 5 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.
- CBIZ Investment Advisory Services held 380 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $15K as of Q1 2026.
- CBIZ Investment Advisory Services bought 1 First Trust SMID Cap Rising Dividend Achievers ETF share in Q1 2026, an estimated $41.
- First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #137 holding.
- CBIZ Investment Advisory Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2025 and has held it in 5 quarters since.
- 564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.
Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.