Independent Advisor Alliance’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Independent Advisor Alliance’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	$32.5M	Buy	+824,540	New	+$33.5M	0.35%	60
2025 Q1	–	Sell	-1,414,753	Closed	-$50.7M	–	1268
2024 Q4	$50.7M	Buy	+1,414,753	New	+$52.9M	0.67%	21
2024 Q2	–	Sell	-9,701	Closed	-$338K	–	744
2024 Q1	$338K	Buy	9,701 +1,489	+18%	+$48.6K	0.01%	543
2023 Q4	$269K	Buy	+8,212	New	+$240K	0.01%	573
2023 Q1	–	Sell	-11,326	Closed	-$295K	–	695
2022 Q4	$295K	Sell	11,326 -281	-2%	-$7.3K	0.1%	116
2022 Q3	$268K	Sell	11,607 -22	-0.2%	-$560	0.02%	507
2022 Q2	$278K	Sell	11,629 -248	-2%	-$6.5K	0.02%	503
2022 Q1	$331K	Sell	11,877 -49,598	-81%	-$1.43M	0.02%	488
2021 Q4	$1.86M	Buy	61,475 +6,333	+11%	+$189K	0.09%	171
2021 Q3	$1.56M	Buy	55,142 +5,111	+10%	+$148K	0.09%	189
2021 Q2	$1.46M	Buy	+50,031	New	+$1.48M	0.08%	205

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

Independent Advisor Alliance's SDVY Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2026: 824,540 shares worth $32.5M. The stake represents 0.35% of the portfolio and ranks #60 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in SDVY as recently as Q4 2024.

Independent Advisor Alliance first reported a position in SDVY in Q2 2021 and has held it in 11 quarters since. The position peaked at $50.7M in Q4 2024. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Independent Advisor Alliance held 824,540 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $32.5M as of Q1 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new Independent Advisor Alliance position in Q1 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.35% of Independent Advisor Alliance's portfolio in Q1 2026, its #60 holding.
Independent Advisor Alliance first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2021 and has held it in 11 quarters since.
Independent Advisor Alliance's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $50.7M in Q4 2024.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.