Financial Network Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVY
CIA
Financial Network Wealth Advisors's SDVY Position: Q1 2026 in Review
Financial Network Wealth Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4.8% in Q1 2026, buying an estimated $5.28K and bringing the position to 2,832 shares worth $112K. The position accounts for 0.11% of the portfolio, ranked #147.
Financial Network Wealth Advisors first reported a position in SDVY in Q1 2025 and has held it in 5 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.
- Financial Network Wealth Advisors held 2,832 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $112K as of Q1 2026.
- Financial Network Wealth Advisors bought 130 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $5.28K.
- First Trust SMID Cap Rising Dividend Achievers ETF made up 0.11% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #147 holding.
- Financial Network Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2025 and has held it in 5 quarters since.
- 564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.
Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.