QPW
SDVY icon

Quantum Private Wealth’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Quantum Private Wealth’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 		– Sell
-5,963
Closed -$229K – 176
2025
Q4 		$229K Hold
5,963
– – 0.07% 153
2025
Q3 		$227K Sell
5,963
-2,843
-32% -$105K 0.07% 163
2025
Q2 		$311K Sell
8,806
-987
-10% -$33.1K 0.1% 130
2025
Q1 		$328K Sell
9,793
-655
-6% -$23.4K 0.12% 126
2024
Q4 		$375K Sell
10,448
-1,277
-11% -$47.8K 0.12% 131
2024
Q3 		$427K Sell
11,725
-2,294
-16% -$80.1K 0.14% 126
2024
Q2 		$468K Sell
14,019
-720
-5% -$24.2K 0.17% 108
2024
Q1 		$513K Buy
14,739
+4,423
+43% +$144K 0.19% 101
2023
Q4 		$338K Buy
10,316
+244
+2% +$7.12K 0.14% 130
2023
Q3 		$284K Sell
10,072
-1,011
-9% -$29.5K 0.14% 143
2023
Q2 		$314K Sell
11,083
-3,214
-22% -$85.3K 0.15% 138
2023
Q1 		$381K Sell
14,297
-3,293
-19% -$91.3K 0.21% 113
2022
Q4 		$458K Buy
17,590
+1,501
+9% +$39K 0.29% 91
2022
Q3 		$372K Buy
16,089
+600
+4% +$15.3K 0.23% 108
2022
Q2 		$369K Buy
15,489
+398
+3% +$10.4K 0.22% 107
2022
Q1 		$420K Buy
15,091
+1,810
+14% +$52.3K 0.18% 115
2021
Q4 		$402K Buy
+13,281
New +$395K 0.15% 130

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Quantum Private Wealth's SDVY Position: Q1 2026 in Review

Quantum Private Wealth sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2026, closing a stake of 5,963 shares — an estimated $229K sold.

Quantum Private Wealth first reported a position in SDVY in Q4 2021 and held it in 17 quarters. The position peaked at $513K in Q1 2024. 567 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

  • Quantum Private Wealth reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
  • Quantum Private Wealth sold 5,963 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $229K.
  • Quantum Private Wealth first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and held it in 17 quarters.
  • Quantum Private Wealth's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $513K in Q1 2024.
  • 567 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Quantum Private Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.