My Portfolio Guide’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

My Portfolio Guide’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	$8.22M	Buy	+208,576	New	+$8.47M	4.55%	9

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

My Portfolio Guide's SDVY Position: Q1 2026 in Review

My Portfolio Guide opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2026: 208,576 shares worth $8.22M. The stake represents 4.55% of the portfolio and ranks #9 among its holdings.

566 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

My Portfolio Guide held 208,576 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $8.22M as of Q1 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new My Portfolio Guide position in Q1 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 4.55% of My Portfolio Guide's portfolio in Q1 2026, its #9 holding.
566 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on My Portfolio Guide's 13F filing for Q1 2026, filed 6 May 2026.