Larson Financial Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Larson Financial Group’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	$495K	Buy	12,566 +1,454	+13%	+$59.1K	0.02%	478
2025 Q4	$426K	Buy	11,112 +659	+6%	+$25K	0.01%	512
2025 Q3	$397K	Buy	10,453 +2,918	+39%	+$108K	0.01%	526
2025 Q2	$266K	Buy	7,535 +1,807	+32%	+$60.6K	0.01%	602
2025 Q1	$192K	Buy	5,728 +770	+16%	+$27.5K	0.01%	630
2024 Q4	$178K	Buy	4,958 +885	+22%	+$33.1K	0.01%	598
2024 Q3	$148K	Buy	4,073 +148	+4%	+$5.17K	0.01%	641
2024 Q2	$131K	Hold	3,925	–	–	0.01%	582
2024 Q1	$137K	Hold	3,925	–	–	0.01%	485
2023 Q4	$129K	Hold	3,925	–	–	0.01%	439
2023 Q3	$111K	Hold	3,925	–	–	0.01%	436
2023 Q2	$111K	Buy	3,925 +950	+32%	+$25.2K	0.01%	409
2023 Q1	$79.3K	Buy	2,975 +770	+35%	+$21.4K	0.01%	462
2022 Q4	$57.4K	Buy	2,205 +575	+35%	+$14.9K	0.01%	495
2022 Q3	$38K	Buy	+1,630	New	+$41.5K	0.01%	515

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

Larson Financial Group's SDVY Position: Q1 2026 in Review

Larson Financial Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 13% in Q1 2026, buying an estimated $59.1K and bringing the position to 12,566 shares worth $495K. The position accounts for 0.02% of the portfolio, ranked #478.

Larson Financial Group first reported a position in SDVY in Q3 2022 and has held it in 15 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Larson Financial Group held 12,566 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $495K as of Q1 2026.
Larson Financial Group bought 1,454 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $59.1K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of Larson Financial Group's portfolio in Q1 2026, its #478 holding.
Larson Financial Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2022 and has held it in 15 quarters since.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.