IMA Advisory Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVY
CIA
IMA Advisory Services's SDVY Position: Q1 2026 in Review
IMA Advisory Services held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q1 2026 at 3,015 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #198.
IMA Advisory Services first reported a position in SDVY in Q3 2025 and has held it in 3 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.
- IMA Advisory Services held 3,015 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $119K as of Q1 2026.
- IMA Advisory Services 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 IMA Advisory Services's portfolio in Q1 2026, its #198 holding.
- IMA Advisory Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2025 and has held it in 3 quarters since.
- 564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.
Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.