Key Capital Management
SDVY icon

Key Capital Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Key Capital Management’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
Q3 		– Sell
-140
Closed -$6.03K – 851
2026
Q2 		$6.03K Sell
140
-82
-37% -$3.42K ﹤0.01% 400
2026
Q1 		$8.73K Buy
+222
New +$9.02K 0.01% 329

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UBS Group
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Capital Investment Advisors
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Stifel Financial
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Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Commonwealth Equity Services
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Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Key Capital Management's SDVY Position: Q3 2026 in Review

Key Capital Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2026, closing a stake of 140 shares — an estimated $6.03K sold.

Key Capital Management first reported a position in SDVY in Q1 2026 and held it in 2 quarters. The position peaked at $8.73K in Q1 2026. 507 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

  • Key Capital Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q3 2026 after selling out during the quarter.
  • Key Capital Management sold 140 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $6.03K.
  • Key Capital Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2026 and held it in 2 quarters.
  • Key Capital Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $8.73K in Q1 2026.
  • 507 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.