Kestra Advisory Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Kestra Advisory Services's SDVY Position: Q1 2026 in Review

Kestra Advisory Services increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.5% in Q1 2026, buying an estimated $3.54M and bringing the position to 1,659,688 shares worth $65.4M. The position accounts for 0.25% of the portfolio, ranked #72.

Kestra Advisory Services first reported a position in SDVY in Q2 2021 and has held it in 20 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

• Kestra Advisory Services held 1,659,688 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $65.4M as of Q1 2026.
• Kestra Advisory Services bought 87,259 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $3.54M.
• First Trust SMID Cap Rising Dividend Achievers ETF made up 0.25% of Kestra Advisory Services's portfolio in Q1 2026, its #72 holding.
• Kestra Advisory Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2021 and has held it in 20 quarters since.
• 564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.