Lugano Financial Advisors SA (LFA)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$61.1K	Sell	1,550 -105,408	-99%	-$4.28M	0.03%	130
2025 Q4	$4.1M	Sell	106,958 -12,689	-11%	-$482K	2.12%	9
2025 Q3	$4.55M	Sell	119,647 -7,292	-6%	-$271K	2.4%	8
2025 Q2	$4.48M	Sell	126,939 -64,317	-34%	-$2.16M	2.65%	6
2025 Q1	$6.41M	Buy	191,256 +1,210	+0.6%	+$43.2K	4.36%	3
2024 Q4	$6.81M	Buy	+190,046	New	+$7.11M	4.45%	2

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

Lugano Financial Advisors SA (LFA)'s SDVY Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 99% in Q1 2026, selling an estimated $4.28M and leaving 1,550 shares worth $61.1K. The position accounts for 0.03% of the portfolio, ranked #130.

Lugano Financial Advisors SA (LFA) first reported a position in SDVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.81M in Q4 2024. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Lugano Financial Advisors SA (LFA) held 1,550 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $61.1K as of Q1 2026.
Lugano Financial Advisors SA (LFA) sold 105,408 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $4.28M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.03% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #130 holding.
Lugano Financial Advisors SA (LFA) first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
Lugano Financial Advisors SA (LFA)'s First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $6.81M in Q4 2024.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.