M1FG
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Mach-1 Financial Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Mach-1 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 		$5.7M Sell
144,593
-142,373
-50% -$5.78M 2.01% 14
2025
Q4 		$11M Buy
+286,966
New +$10.9M 2.26% 10
2025
Q3 		– Sell
-276,140
Closed -$9.74M – 384
2025
Q2 		$9.74M Buy
276,140
+30,796
+13% +$1.03M 2.84% 6
2025
Q1 		$8.22M Buy
245,344
+221,475
+928% +$7.9M 2.46% 7
2024
Q4 		$856K Sell
23,869
-222,567
-90% -$8.33M 1.54% 14
2024
Q3 		$8.96M Buy
246,436
+15,829
+7% +$553K 5.5% 4
2024
Q2 		$7.71M Buy
230,607
+11,472
+5% +$386K 5.19% 5
2024
Q1 		$7.63M Buy
219,135
+90,246
+70% +$2.95M 5.81% 5
2023
Q4 		$4.22M Buy
128,889
+113,926
+761% +$3.32M 1.6% 13
2023
Q3 		$422K Buy
14,963
+3,518
+31% +$103K 0.18% 158
2023
Q2 		$324K Buy
11,445
+6,631
+138% +$176K 0.09% 162
2023
Q1 		$128M Buy
+4,814
New +$134K 0.82% 31
2022
Q4 		– Sell
-1,110
Closed -$25K – 397
2022
Q3 		$25K Sell
1,110
-345
-24% -$8.78K 0.03% 152
2022
Q2 		$34K Buy
+1,455
New +$38.1K 0.02% 146

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mach-1 Financial Group's SDVY Position: Q1 2026 in Review

Mach-1 Financial Group reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 50% in Q1 2026, selling an estimated $5.78M and leaving 144,593 shares worth $5.7M. The position accounts for 2.01% of the portfolio, ranked #14.

Mach-1 Financial Group first reported a position in SDVY in Q2 2022 and has held it in 14 quarters since. The position peaked at $128M in Q1 2023. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

  • Mach-1 Financial Group held 144,593 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $5.7M as of Q1 2026.
  • Mach-1 Financial Group sold 142,373 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $5.78M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 2.01% of Mach-1 Financial Group's portfolio in Q1 2026, its #14 holding.
  • Mach-1 Financial Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2022 and has held it in 14 quarters since.
  • Mach-1 Financial Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $128M in Q1 2023.
  • 564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Mach-1 Financial Group's 13F filing for Q1 2026, filed 13 May 2026.