EverSource Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

EverSource Wealth Advisors’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	$19.7K	Hold	500	–	–	﹤0.01%	2513
2025 Q4	$19.2K	Buy	+500	New	+$19K	﹤0.01%	2412
2024 Q3	–	Sell	-1,042	Closed	-$38.2K	–	3111
2024 Q2	$38.2K	Hold	1,042	–	–	﹤0.01%	1218
2024 Q1	$34.1K	Buy	+1,042	New	+$34K	﹤0.01%	1133

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

EverSource Wealth Advisors's SDVY Position: Q1 2026 in Review

EverSource Wealth Advisors held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q1 2026 at 500 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2513.

EverSource Wealth Advisors first reported a position in SDVY in Q1 2024 and has held it in 4 quarters since. The position peaked at $38.2K in Q2 2024. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

EverSource Wealth Advisors held 500 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $19.7K as of Q1 2026.
EverSource Wealth Advisors 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 EverSource Wealth Advisors's portfolio in Q1 2026, its #2513 holding.
EverSource Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 4 quarters since.
EverSource Wealth Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $38.2K in Q2 2024.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.