Creative Planning’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Creative Planning’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	$372K	Buy	9,445 +1,084	+13%	+$44K	﹤0.01%	3249
2025 Q4	$320K	Buy	8,361 +1,933	+30%	+$73.4K	﹤0.01%	3195
2025 Q3	$244K	Sell	6,428 -2,962	-32%	-$110K	﹤0.01%	3308
2025 Q2	$331K	Buy	9,390 +2,270	+32%	+$76.2K	﹤0.01%	2817
2025 Q1	$239K	Buy	7,120 +148	+2%	+$5.28K	﹤0.01%	2932
2024 Q4	$250K	Buy	+6,972	New	+$261K	﹤0.01%	2814

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

Creative Planning's SDVY Position: Q1 2026 in Review

Creative Planning increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 13% in Q1 2026, buying an estimated $44K and bringing the position to 9,445 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #3249.

Creative Planning 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.

Creative Planning held 9,445 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $372K as of Q1 2026.
Creative Planning bought 1,084 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $44K.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3249 holding.
Creative Planning 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 Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.