Key Financial Inc’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Key Financial Inc’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	$36.4K	Hold	924	–	–	0.01%	601
2025 Q4	$35.4K	Hold	924	–	–	0.01%	603
2025 Q3	$35.1K	Hold	924	–	–	0.01%	590
2025 Q2	$32.6K	Hold	924	–	–	0.01%	579
2025 Q1	$31K	Hold	924	–	–	0.01%	569
2024 Q4	$33.1K	Hold	924	–	–	0.01%	550
2024 Q3	$33.6K	Hold	924	–	–	0.01%	549
2024 Q2	$30.8K	Hold	924	–	–	0.01%	560
2024 Q1	$32.2K	Hold	924	–	–	0.01%	513
2023 Q4	$30.3K	Hold	924	–	–	0.01%	507
2023 Q3	$26.1K	Hold	924	–	–	0.01%	516
2023 Q2	$26.2K	Hold	924	–	–	0.01%	520
2023 Q1	$24.6K	Hold	924	–	–	0.01%	504
2022 Q4	$21.4K	Hold	924	–	–	0.01%	483
2022 Q3	$21K	Hold	924	–	–	0.01%	492
2022 Q2	$22K	Buy	+924	New	+$24.2K	0.01%	492

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

Key Financial Inc's SDVY Position: Q1 2026 in Review

Key Financial Inc held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q1 2026 at 924 shares worth $36.4K. The position accounts for 0.01% of the portfolio, ranked #601.

Key Financial Inc first reported a position in SDVY in Q2 2022 and has held it in 16 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Key Financial Inc held 924 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $36.4K as of Q1 2026.
Key Financial Inc 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 Key Financial Inc's portfolio in Q1 2026, its #601 holding.
Key Financial Inc first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2022 and has held it in 16 quarters since.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.