Clearstead Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Clearstead Advisors’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 Q3	$32.9K	Buy	+810	New	+$35K	﹤0.01%	1579

Other funds holding SDVY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Clearstead Advisors's SDVY Position: Q3 2026 in Review

Clearstead Advisors opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2026: 810 shares worth $32.9K. The stake represents ﹤0.01% of the portfolio and ranks #1579 among its holdings.

448 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Clearstead Advisors held 810 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $32.9K as of Q3 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new Clearstead Advisors position in Q3 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #1579 holding.
448 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.