High Note Wealth’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$32.7K Hold
830
0.01% 226
2025
Q4
$31.8K Buy
+830
New +$31.5K 0.01% 227

Other funds holding SDVY

High Note Wealth's SDVY Position: Q1 2026 in Review

High Note Wealth held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q1 2026 at 830 shares worth $32.7K. The position accounts for 0.01% of the portfolio, ranked #226.

High Note Wealth 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.

  • High Note Wealth held 830 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $32.7K as of Q1 2026.
  • High Note Wealth left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q1 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of High Note Wealth's portfolio in Q1 2026, its #226 holding.
  • High Note Wealth 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 High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.