Diversify Advisory Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Diversify Advisory Services’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	–	Sell	-16,550	Closed	-$671K	–	732
2025 Q4	$671K	Buy	16,550 +4,725	+40%	+$179K	0.02%	507
2025 Q3	$442K	Buy	+11,825	New	+$439K	0.01%	604

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Diversify Advisory Services's SDVY Position: Q1 2026 in Review

Diversify Advisory Services sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2026, closing a stake of 16,550 shares — an estimated $671K sold.

Diversify Advisory Services first reported a position in SDVY in Q3 2025 and held it in 2 quarters. The position peaked at $671K in Q4 2025. 567 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Diversify Advisory Services reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 16,550 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $671K.
Diversify Advisory Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2025 and held it in 2 quarters.
Diversify Advisory Services's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $671K in Q4 2025.
567 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.