Lifestyle Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Lifestyle Asset 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 Q1	–	Sell	-47,959	Closed	-$1.84M	–	152
2025 Q4	$1.84M	Sell	47,959 -311,794	-87%	-$11.8M	0.6%	45
2025 Q3	$13.7M	Buy	359,753 +35,751	+11%	+$1.33M	4.67%	3
2025 Q2	$11.4M	Buy	324,002 +44,687	+16%	+$1.5M	5.34%	3
2025 Q1	$9.36M	Buy	279,315 +130,741	+88%	+$4.66M	5.14%	4
2024 Q4	$5.33M	Buy	+148,574	New	+$5.56M	2.9%	9

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Lifestyle Asset Management's SDVY Position: Q1 2026 in Review

Lifestyle Asset Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2026, closing a stake of 47,959 shares — an estimated $1.84M sold.

Lifestyle Asset Management first reported a position in SDVY in Q4 2024 and held it in 5 quarters. The position peaked at $13.7M in Q3 2025. 567 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Lifestyle Asset Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
Lifestyle Asset Management sold 47,959 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $1.84M.
Lifestyle Asset Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and held it in 5 quarters.
Lifestyle Asset Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $13.7M in Q3 2025.
567 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Lifestyle Asset Management's 13F filing for Q1 2026, filed 10 Apr 2026.