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

Claris 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	$1.2M	Sell	30,546 -29	-0.1%	-$1.18K	0.66%	39
2025 Q4	$1.17M	Buy	30,575 +6,506	+27%	+$247K	0.62%	38
2025 Q3	$915K	Buy	24,069 +3,102	+15%	+$115K	0.52%	48
2025 Q2	$740K	Buy	20,967 +6,036	+40%	+$203K	0.56%	51
2025 Q1	$535K	Hold	14,931	–	–	0.35%	71
2024 Q4	$535K	Buy	+14,931	New	+$559K	0.35%	71

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

Claris Financial's SDVY Position: Q1 2026 in Review

Claris Financial reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.09% in Q1 2026, selling an estimated $1.18K and leaving 30,546 shares worth $1.2M. The position accounts for 0.66% of the portfolio, ranked #39.

Claris Financial first reported a position in SDVY in Q4 2024 and has held it in 6 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Claris Financial held 30,546 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.2M as of Q1 2026.
Claris Financial sold 29 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $1.18K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.66% of Claris Financial's portfolio in Q1 2026, its #39 holding.
Claris Financial first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

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