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IFS Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

IFS Group’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 		$468K Buy
+11,871
New +$482K 0.42% 73
2025
Q3 		$200K Buy
+5,274
New +$196K 0.18% 143

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

IFS Group's SDVY Position: Q1 2026 in Review

IFS Group opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2026: 11,871 shares worth $468K. The stake represents 0.42% of the portfolio and ranks #73 among its holdings. This is a return to the name: IFS Group previously reported a position in SDVY as recently as Q3 2025.

IFS Group first reported a position in SDVY in Q3 2025 and has held it in 2 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

  • IFS Group held 11,871 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $468K as of Q1 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new IFS Group position in Q1 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.42% of IFS Group's portfolio in Q1 2026, its #73 holding.
  • IFS Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 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 IFS Group's 13F filing for Q1 2026, filed 18 May 2026.