Coston McIsaac & Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Coston McIsaac & Partners’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	$0	Hold	13	–	–	﹤0.01%	901
2025 Q4	$0	Hold	13	–	–	﹤0.01%	901
2025 Q3	$0	Hold	13	–	–	﹤0.01%	851
2025 Q2	$0	Buy	+13	New	+$436	﹤0.01%	825
2025 Q1	–	Sell	-13	Closed	–	–	824
2024 Q4	$0	Hold	13	–	–	﹤0.01%	824
2024 Q3	$0	Hold	13	–	–	﹤0.01%	810
2024 Q2	$0	Hold	13	–	–	﹤0.01%	792
2024 Q1	$0	Buy	+13	New	+$424	﹤0.01%	773

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

Coston McIsaac & Partners's SDVY Position: Q1 2026 in Review

Coston McIsaac & Partners held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q1 2026 at 13 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Coston McIsaac & Partners first reported a position in SDVY in Q1 2024 and has held it in 8 quarters since. 566 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Coston McIsaac & Partners held 13 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $0 as of Q1 2026.
Coston McIsaac & Partners 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 Coston McIsaac & Partners's portfolio in Q1 2026, its #901 holding.
Coston McIsaac & Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 8 quarters since.
566 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.