Financial Gravity Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Financial Gravity Asset Management’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	$1.22K	Sell	31 -976	-97%	-$39.6K	﹤0.01%	744
2025 Q4	$38.6K	Sell	1,007 -7,201	-88%	-$273K	0.01%	278
2025 Q3	$312K	Buy	+8,208	New	+$304K	0.06%	116
2024 Q2	$3.34K	Hold	100	–	–	﹤0.01%	675
2024 Q1	$3.28K	Hold	100	–	–	﹤0.01%	635
2023 Q4	$3.28K	Buy	+100	New	+$2.92K	﹤0.01%	648

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

Financial Gravity Asset Management's SDVY Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 97% in Q1 2026, selling an estimated $39.6K and leaving 31 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Financial Gravity Asset Management first reported a position in SDVY in Q4 2023 and has held it in 6 quarters since. The position peaked at $312K in Q3 2025. 567 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Financial Gravity Asset Management held 31 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.22K as of Q1 2026.
Financial Gravity Asset Management sold 976 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $39.6K.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #744 holding.
Financial Gravity Asset Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 6 quarters since.
Financial Gravity Asset Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $312K in Q3 2025.
567 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.