PMG Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

PMG Wealth Management’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	$2.77M	Buy	+70,316	New	+$2.86M	2%	18

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

PMG Wealth Management's SDVY Position: Q1 2026 in Review

PMG Wealth Management opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2026: 70,316 shares worth $2.77M. The stake represents 2% of the portfolio and ranks #18 among its holdings.

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

PMG Wealth Management held 70,316 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.77M as of Q1 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new PMG Wealth Management position in Q1 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 2% of PMG Wealth Management's portfolio in Q1 2026, its #18 holding.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on PMG Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.