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

Forefront Wealth Partners’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	$3.51M	Buy	88,968 +12,660	+17%	+$514K	1.47%	12
2025 Q4	$2.92M	Sell	76,308 -35	-0%	-$1.33K	1.38%	14
2025 Q3	$2.9M	Sell	76,343 -1,232	-2%	-$45.7K	0.73%	37
2025 Q2	$2.78M	Sell	77,575 -693	-0.9%	-$23.3K	1.91%	13
2025 Q1	$2.62M	Buy	78,268 +693	+0.9%	+$24.7K	1.79%	12
2024 Q4	$2.78M	Buy	+77,575	New	+$2.9M	2.07%	13

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

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

Forefront Wealth Partners increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 17% in Q1 2026, buying an estimated $514K and bringing the position to 88,968 shares worth $3.51M. The position accounts for 1.47% of the portfolio, ranked #12.

Forefront Wealth Partners first reported a position in SDVY in Q4 2024 and has held it in 6 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Forefront Wealth Partners held 88,968 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.51M as of Q1 2026.
Forefront Wealth Partners bought 12,660 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $514K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.47% of Forefront Wealth Partners's portfolio in Q1 2026, its #12 holding.
Forefront Wealth Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.