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

Centaurus Financial’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	$124K	Hold	3,137	–	–	0.01%	967
2025 Q4	$120K	Sell	3,137 -396	-11%	-$15K	0.01%	969
2025 Q3	$134K	Buy	3,533 +396	+13%	+$14.7K	0.01%	931
2025 Q2	$111K	Hold	3,137	–	–	0.01%	912
2025 Q1	$105K	Buy	3,137 +82	+3%	+$2.92K	0.01%	867
2024 Q4	$110K	Buy	+3,055	New	+$114K	0.01%	842
2024 Q2	–	Sell	-43,874	Closed	-$1.53M	–	839
2024 Q1	$1.53M	Buy	+43,874	New	+$1.43M	0.11%	182

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

Centaurus Financial's SDVY Position: Q1 2026 in Review

Centaurus Financial held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q1 2026 at 3,137 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #967.

Centaurus Financial first reported a position in SDVY in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q1 2024. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Centaurus Financial held 3,137 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $124K as of Q1 2026.
Centaurus Financial 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 Centaurus Financial's portfolio in Q1 2026, its #967 holding.
Centaurus Financial first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 7 quarters since.
Centaurus Financial's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.53M in Q1 2024.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.