Hazlett, Burt & Watson’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Hazlett, Burt & Watson’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	$143K	Buy	3,629 +9	+0.2%	+$366	0.04%	291
2025 Q4	$139K	Buy	3,620 +1,630	+82%	+$61.9K	0.04%	300
2025 Q3	$76K	Buy	1,990 +200	+11%	+$7.42K	0.03%	362
2025 Q2	$63K	Sell	1,790 -326	-15%	-$10.9K	0.03%	342
2025 Q1	$71K	Buy	2,116 +8	+0.4%	+$285	0.03%	315
2024 Q4	$76K	Buy	2,108 +1,257	+148%	+$47K	0.03%	306
2024 Q3	$31K	Buy	851 +3	+0.4%	+$105	0.01%	417
2024 Q2	$28K	Buy	+848	New	+$28.6K	0.01%	410

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

Hazlett, Burt & Watson's SDVY Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.25% in Q1 2026, buying an estimated $366 and bringing the position to 3,629 shares worth $143K. The position accounts for 0.04% of the portfolio, ranked #291.

Hazlett, Burt & Watson first reported a position in SDVY in Q2 2024 and has held it in 8 quarters since. 565 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Hazlett, Burt & Watson held 3,629 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $143K as of Q1 2026.
Hazlett, Burt & Watson bought 9 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $366.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.04% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #291 holding.
Hazlett, Burt & Watson first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 8 quarters since.
565 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.