IFG Advisory’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVY
IFG Advisory's SDVY Position: Q3 2026 in Review
IFG Advisory increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 7.6% in Q3 2026, buying an estimated $151K and bringing the position to 49,561 shares worth $2.01M. The position accounts for 0.07% of the portfolio, ranked #293.
IFG Advisory first reported a position in SDVY in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.19M in Q4 2024. 351 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.
- IFG Advisory held 49,561 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.01M as of Q3 2026.
- IFG Advisory bought 3,500 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $151K.
- First Trust SMID Cap Rising Dividend Achievers ETF made up 0.07% of IFG Advisory's portfolio in Q3 2026, its #293 holding.
- IFG Advisory first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
- IFG Advisory's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $5.19M in Q4 2024.
- 351 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.
Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.