Gladstone Institutional Advisory’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Gladstone Institutional Advisory’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	$4.45M	Sell	112,877 -6,059	-5%	-$246K	0.16%	141
2025 Q4	$4.56M	Sell	118,936 -38,108	-24%	-$1.45M	0.17%	130
2025 Q3	$5.97M	Sell	157,044 -3,053	-2%	-$113K	0.23%	103
2025 Q2	$5.65M	Sell	160,097 -20,749	-11%	-$696K	0.23%	102
2025 Q1	$6.06M	Buy	180,846 +39,313	+28%	+$1.4M	0.28%	87
2024 Q4	$5.07M	Buy	141,533 +12,240	+9%	+$458K	0.24%	99
2024 Q3	$4.7M	Buy	129,293 +61,324	+90%	+$2.14M	0.23%	104
2024 Q2	$2.27M	Buy	67,969 +12,752	+23%	+$429K	0.12%	205
2024 Q1	$1.92M	Sell	55,217 -2,358	-4%	-$77K	0.11%	208
2023 Q4	$1.89M	Sell	57,575 -8,757	-13%	-$256K	0.11%	205
2023 Q3	$1.87M	Sell	66,332 -5,000	-7%	-$146K	0.12%	193
2023 Q2	$2.02M	Sell	71,332 -18,773	-21%	-$498K	0.12%	197
2023 Q1	$2.4M	Sell	90,105 -16,731	-16%	-$464K	0.16%	174
2022 Q4	$2.78M	Buy	106,836 +16,697	+19%	+$434K	0.2%	151
2022 Q3	$2.08M	Buy	90,139 +5,046	+6%	+$128K	0.16%	160
2022 Q2	$2.03M	Buy	85,093 +6,535	+8%	+$171K	0.16%	160
2022 Q1	$2.19M	Buy	78,558 +30,546	+64%	+$882K	0.15%	176
2021 Q4	$1.46M	Buy	+48,012	New	+$1.43M	0.11%	227

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

Gladstone Institutional Advisory's SDVY Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.1% in Q1 2026, selling an estimated $246K and leaving 112,877 shares worth $4.45M. The position accounts for 0.16% of the portfolio, ranked #141.

Gladstone Institutional Advisory first reported a position in SDVY in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.06M in Q1 2025. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Gladstone Institutional Advisory held 112,877 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $4.45M as of Q1 2026.
Gladstone Institutional Advisory sold 6,059 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $246K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.16% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #141 holding.
Gladstone Institutional Advisory first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 18 quarters since.
Gladstone Institutional Advisory's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $6.06M in Q1 2025.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.