Concorde Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Concorde Asset Management’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	$3.68M	Buy	+90,696	New	+$3.92M	2.19%	14
2025 Q4	–	Sell	-68,727	Closed	-$2.6M	–	248
2025 Q3	$2.6M	Buy	+68,727	New	+$2.55M	1.09%	25
2024 Q3	–	Sell	-104,563	Closed	-$3.49M	–	183
2024 Q2	$3.49M	Sell	104,563 -65,073	-38%	-$2.19M	2.15%	9
2024 Q1	$5.91M	Buy	+169,636	New	+$5.54M	4.04%	6

Other funds holding SDVY

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 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

Concorde Asset Management's SDVY Position: Q3 2026 in Review

Concorde Asset Management opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2026: 90,696 shares worth $3.68M. The stake represents 2.19% of the portfolio and ranks #14 among its holdings. This is a return to the name: Concorde Asset Management previously reported a position in SDVY as recently as Q3 2025.

Concorde Asset Management first reported a position in SDVY in Q1 2024 and has held it in 4 quarters since. The position peaked at $5.91M in Q1 2024. 507 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Concorde Asset Management held 90,696 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.68M as of Q3 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new Concorde Asset Management position in Q3 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 2.19% of Concorde Asset Management's portfolio in Q3 2026, its #14 holding.
Concorde Asset Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 4 quarters since.
Concorde Asset Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $5.91M in Q1 2024.
507 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Concorde Asset Management's 13F filing for Q3 2026, filed 13 Nov 2026.