Prostatis Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Prostatis Group’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	$3.56M	Sell	90,364 -4,329	-5%	-$176K	0.91%	33
2025 Q4	$3.63M	Buy	94,693 +1,050	+1%	+$39.9K	0.87%	36
2025 Q3	$3.56M	Buy	93,643 +23,337	+33%	+$866K	0.89%	31
2025 Q2	$2.48M	Sell	70,306 -25,894	-27%	-$869K	0.71%	43
2025 Q1	$3.22M	Sell	96,200 -14,018	-13%	-$500K	1.02%	25
2024 Q4	$3.95M	Buy	110,218 +16,480	+18%	+$617K	1.15%	22
2024 Q3	$3.41M	Buy	93,738 +7,003	+8%	+$244K	1.12%	24
2024 Q2	$2.94M	Buy	86,735 +10,967	+14%	+$369K	1.03%	27
2024 Q1	$2.64M	Buy	+75,768	New	+$2.47M	1%	31
2022 Q4	–	Sell	-120,832	Closed	-$2.79M	–	108
2022 Q3	$2.79M	Buy	+120,832	New	+$3.07M	3.22%	8

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

Prostatis Group's SDVY Position: Q1 2026 in Review

Prostatis Group reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4.6% in Q1 2026, selling an estimated $176K and leaving 90,364 shares worth $3.56M. The position accounts for 0.91% of the portfolio, ranked #33.

Prostatis Group first reported a position in SDVY in Q3 2022 and has held it in 10 quarters since. The position peaked at $3.95M in Q4 2024. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Prostatis Group held 90,364 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.56M as of Q1 2026.
Prostatis Group sold 4,329 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $176K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.91% of Prostatis Group's portfolio in Q1 2026, its #33 holding.
Prostatis Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2022 and has held it in 10 quarters since.
Prostatis Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.95M in Q4 2024.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Prostatis Group's 13F filing for Q1 2026, filed 12 May 2026.