Michels Family Financial’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Michels Family Financial’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	$276K	Buy	6,995 +16	+0.2%	+$650	0.2%	115
2025 Q4	$267K	Sell	6,979 -133	-2%	-$5.05K	0.2%	120
2025 Q3	$270K	Sell	7,112 -1,250	-15%	-$46.4K	0.21%	119
2025 Q2	$295K	Buy	8,362 +24	+0.3%	+$805	0.25%	105
2025 Q1	$279K	Sell	8,338 -63	-0.7%	-$2.25K	0.25%	108
2024 Q4	$301K	Buy	+8,401	New	+$314K	0.28%	102

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

Michels Family Financial's SDVY Position: Q1 2026 in Review

Michels Family Financial increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.23% in Q1 2026, buying an estimated $650 and bringing the position to 6,995 shares worth $276K. The position accounts for 0.2% of the portfolio, ranked #115.

Michels Family Financial first reported a position in SDVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $301K in Q4 2024. 565 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Michels Family Financial held 6,995 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $276K as of Q1 2026.
Michels Family Financial bought 16 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $650.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.2% of Michels Family Financial's portfolio in Q1 2026, its #115 holding.
Michels Family Financial first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
Michels Family Financial's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $301K in Q4 2024.
565 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.