Convergence Financial’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVY
CIA
Convergence Financial's SDVY Position: Q1 2026 in Review
Convergence Financial increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4% in Q1 2026, buying an estimated $33K and bringing the position to 20,918 shares worth $825K. The position accounts for 0.09% of the portfolio, ranked #114.
Convergence Financial first reported a position in SDVY in Q2 2024 and has held it in 6 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.
- Convergence Financial held 20,918 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $825K as of Q1 2026.
- Convergence Financial bought 813 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $33K.
- First Trust SMID Cap Rising Dividend Achievers ETF made up 0.09% of Convergence Financial's portfolio in Q1 2026, its #114 holding.
- Convergence Financial first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 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 Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.