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Matthew Hamilton Rosenberg’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$19.2K Hold
474
– – ﹤0.01% 565
2026
Q2 		$20.4K Hold
474
– – ﹤0.01% 552
2026
Q1 		$18.7K Buy
+474
New +$19.3K ﹤0.01% 547

Other funds holding SDVY

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Matthew Hamilton Rosenberg's SDVY Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q3 2026 at 474 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Matthew Hamilton Rosenberg first reported a position in SDVY in Q1 2026 and has held it in 3 quarters since. The position peaked at $20.4K in Q2 2026. 26 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

  • Matthew Hamilton Rosenberg held 474 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $19.2K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q3 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #565 holding.
  • Matthew Hamilton Rosenberg first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2026 and has held it in 3 quarters since.
  • Matthew Hamilton Rosenberg's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $20.4K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.