Medallion Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Medallion Wealth Advisors’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	$2.11M	Buy	53,638 +6,258	+13%	+$254K	0.69%	32
2025 Q4	$1.82M	Buy	47,380 +1,613	+4%	+$61.2K	0.61%	39
2025 Q3	$1.74M	Buy	45,767 +775	+2%	+$28.7K	0.62%	39
2025 Q2	$1.62M	Buy	44,992 +2,735	+6%	+$91.8K	0.62%	37
2025 Q1	$1.42M	Buy	42,257 +3,602	+9%	+$128K	0.65%	37
2024 Q4	$1.37M	Buy	+38,655	New	+$1.45M	0.68%	32

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

Medallion Wealth Advisors's SDVY Position: Q1 2026 in Review

Medallion Wealth Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 13% in Q1 2026, buying an estimated $254K and bringing the position to 53,638 shares worth $2.11M. The position accounts for 0.69% of the portfolio, ranked #32.

Medallion Wealth Advisors first reported a position in SDVY in Q4 2024 and has held it in 6 quarters since. 566 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Medallion Wealth Advisors held 53,638 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.11M as of Q1 2026.
Medallion Wealth Advisors bought 6,258 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $254K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.69% of Medallion Wealth Advisors's portfolio in Q1 2026, its #32 holding.
Medallion Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
566 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.