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GW Henssler & Associates’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

GW Henssler & Associates’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 		$27M Buy
685,207
+174,734
+34% +$7.1M 1.27% 21
2025
Q4 		$19.6M Buy
+510,473
New +$19.4M 0.94% 41

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

GW Henssler & Associates's SDVY Position: Q1 2026 in Review

GW Henssler & Associates increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 34% in Q1 2026, buying an estimated $7.1M and bringing the position to 685,207 shares worth $27M. The position accounts for 1.27% of the portfolio, ranked #21.

GW Henssler & Associates first reported a position in SDVY in Q4 2025 and has held it in 2 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

  • GW Henssler & Associates held 685,207 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $27M as of Q1 2026.
  • GW Henssler & Associates bought 174,734 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $7.1M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 1.27% of GW Henssler & Associates's portfolio in Q1 2026, its #21 holding.
  • GW Henssler & Associates first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 2 quarters since.
  • 564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on GW Henssler & Associates's 13F filing for Q1 2026, filed 15 May 2026.