Focus Partners Wealth
SDVY icon

Focus Partners Wealth’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Focus Partners Wealth’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 		$19.1M Buy
483,798
+238,194
+97% +$9.67M 0.02% 508
2025
Q4 		$9.41M Buy
245,604
+197,048
+406% +$7.48M 0.01% 720
2025
Q3 		$1.85M Buy
48,556
+94
+0.2% +$3.49K ﹤0.01% 1045
2025
Q2 		$1.71M Buy
48,462
+4,750
+11% +$159K ﹤0.01% 948
2025
Q1 		$1.46M Buy
43,712
+12,748
+41% +$455K ﹤0.01% 941
2024
Q4 		$1.11M Buy
30,964
+852
+3% +$31.9K ﹤0.01% 1018
2024
Q3 		$1.1M Buy
+30,112
New +$1.05M ﹤0.01% 919

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Focus Partners Wealth's SDVY Position: Q1 2026 in Review

Focus Partners Wealth increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 97% in Q1 2026, buying an estimated $9.67M and bringing the position to 483,798 shares worth $19.1M. The position accounts for 0.02% of the portfolio, ranked #508.

Focus Partners Wealth first reported a position in SDVY in Q3 2024 and has held it in 7 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

  • Focus Partners Wealth held 483,798 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $19.1M as of Q1 2026.
  • Focus Partners Wealth bought 238,194 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $9.67M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #508 holding.
  • Focus Partners Wealth first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 7 quarters since.
  • 564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.