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FSB Premier Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

FSB Premier Wealth 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 		$4.33M Buy
109,717
+2,150
+2% +$87.3K 1.36% 16
2025
Q4 		$4.12M Buy
107,567
+885
+0.8% +$33.6K 1.31% 17
2025
Q3 		$4.06M Sell
106,682
-2,396
-2% -$88.9K 1.33% 18
2025
Q2 		$3.85M Sell
109,078
-7,357
-6% -$247K 1.37% 18
2025
Q1 		$3.9M Buy
116,435
+5,967
+5% +$213K 1.52% 12
2024
Q4 		$3.96M Buy
110,468
+38,778
+54% +$1.45M 1.59% 12
2024
Q3 		$2.61M Sell
71,690
-34,468
-32% -$1.2M 1.07% 23
2024
Q2 		$3.54M Sell
106,158
-17,514
-14% -$590K 1.6% 13
2024
Q1 		$4.31M Sell
123,672
-16,050
-11% -$524K 2% 9
2023
Q4 		$4.58M Sell
139,722
-2,388
-2% -$69.7K 2.29% 9
2023
Q3 		$4.01M Buy
142,110
+17,944
+14% +$524K 2.23% 9
2023
Q2 		$3.52M Sell
124,166
-7,490
-6% -$199K 1.91% 14
2023
Q1 		$3.51M Buy
131,656
+45,330
+53% +$1.26M 1.95% 14
2022
Q4 		$2.25M Buy
86,326
+1,784
+2% +$46.3K 1.23% 22
2022
Q3 		$1.96M Buy
84,542
+13,986
+20% +$356K 1.14% 22
2022
Q2 		$1.68M Sell
70,556
-8
-0% -$210 0.93% 29
2022
Q1 		$1.9M Buy
70,564
+50,479
+251% +$1.46M 0.95% 28
2021
Q4 		$608K Buy
+20,085
New +$598K 0.25% 67

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

FSB Premier Wealth Management's SDVY Position: Q1 2026 in Review

FSB Premier Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2% in Q1 2026, buying an estimated $87.3K and bringing the position to 109,717 shares worth $4.33M. The position accounts for 1.36% of the portfolio, ranked #16.

FSB Premier Wealth Management first reported a position in SDVY in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.58M in Q4 2023. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

  • FSB Premier Wealth Management held 109,717 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $4.33M as of Q1 2026.
  • FSB Premier Wealth Management bought 2,150 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $87.3K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 1.36% of FSB Premier Wealth Management's portfolio in Q1 2026, its #16 holding.
  • FSB Premier Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 18 quarters since.
  • FSB Premier Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $4.58M in Q4 2023.
  • 564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.