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

Kestra Private Wealth Services’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	$11.8M	Sell	299,257 -2,744	-0.9%	-$111K	0.15%	154
2025 Q4	$11.6M	Buy	302,001 +13,394	+5%	+$509K	0.14%	155
2025 Q3	$11M	Buy	288,607 +1,042	+0.4%	+$38.7K	0.14%	163
2025 Q2	$10.1M	Sell	287,565 -12,613	-4%	-$423K	0.15%	162
2025 Q1	$10.1M	Sell	300,178 -23,427	-7%	-$836K	0.17%	141
2024 Q4	$11.6M	Sell	323,605 -86,773	-21%	-$3.25M	0.2%	116
2024 Q3	$14.9M	Sell	410,378 -81,771	-17%	-$2.85M	0.27%	77
2024 Q2	$16.4M	Sell	492,149 -6,076	-1%	-$205K	0.33%	63
2024 Q1	$17.3M	Buy	498,225 +248,150	+99%	+$8.1M	0.39%	54
2023 Q4	$8.19M	Sell	250,075 -39,229	-14%	-$1.14M	0.21%	120
2023 Q3	$8.17M	Buy	289,304 +23,200	+9%	+$677K	0.26%	96
2023 Q2	$7.53M	Sell	266,104 -879	-0.3%	-$23.3K	0.26%	100
2023 Q1	$7.12M	Buy	266,983 +38,953	+17%	+$1.08M	0.28%	97
2022 Q4	$5.94M	Buy	228,030 +59,548	+35%	+$1.55M	0.3%	91
2022 Q3	$3.9M	Buy	168,482 +661	+0.4%	+$16.8K	0.23%	111
2022 Q2	$4.01M	Buy	167,821 +7,762	+5%	+$203K	0.23%	113
2022 Q1	$4.46M	Buy	160,059 +143,949	+894%	+$4.16M	0.22%	108
2021 Q4	$488K	Buy	+16,110	New	+$480K	0.02%	600

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

Kestra Private Wealth Services's SDVY Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.91% in Q1 2026, selling an estimated $111K and leaving 299,257 shares worth $11.8M. The position accounts for 0.15% of the portfolio, ranked #154.

Kestra Private Wealth Services first reported a position in SDVY in Q4 2021 and has held it in 18 quarters since. The position peaked at $17.3M in Q1 2024. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Kestra Private Wealth Services held 299,257 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $11.8M as of Q1 2026.
Kestra Private Wealth Services sold 2,744 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $111K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.15% of Kestra Private Wealth Services's portfolio in Q1 2026, its #154 holding.
Kestra Private Wealth Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 18 quarters since.
Kestra Private Wealth Services's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $17.3M in Q1 2024.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.