M1FG
SDVY icon

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
Q2 		$6.21M Sell
143,864
-729
-0.5% -$30.4K 2.4% 15
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 		$128K 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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Mach-1 Financial Group's SDVY Position: Q2 2026 in Review

Mach-1 Financial Group reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.5% in Q2 2026, selling an estimated $30.4K and leaving 143,864 shares worth $6.21M. The position accounts for 2.4% of the portfolio, ranked #15.

Mach-1 Financial Group first reported a position in SDVY in Q2 2022 and has held it in 15 quarters since. The position peaked at $11M in Q4 2025. 578 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Mach-1 Financial Group held 143,864 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $6.21M as of Q2 2026.
  • Mach-1 Financial Group sold 729 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $30.4K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 2.4% of Mach-1 Financial Group's portfolio in Q2 2026, its #15 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 15 quarters since.
  • Mach-1 Financial Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $11M in Q4 2025.
  • 578 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Mach-1 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.