Raleigh Capital Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Raleigh Capital 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	$11.5K	Hold	291	–	–	﹤0.01%	390
2025 Q4	$11.1K	Buy	291 +290	+29,000%	+$11K	﹤0.01%	386
2025 Q3	$32	Hold	1	–	–	﹤0.01%	471
2025 Q2	$29	Hold	1	–	–	﹤0.01%	611
2025 Q1	$28	Sell	1 -3,936	-100%	-$140K	﹤0.01%	547
2024 Q4	$141K	Sell	3,937 -53	-1%	-$1.98K	0.05%	226
2024 Q3	$145K	Sell	3,990 -546	-12%	-$19.1K	0.06%	226
2024 Q2	$151K	Sell	4,536 -10	-0.2%	-$337	0.06%	219
2024 Q1	$158K	Buy	+4,546	New	+$148K	0.07%	217
2023 Q4	–	Sell	-18	Closed	-$508	–	1175
2023 Q3	$508	Hold	18	–	–	﹤0.01%	879
2023 Q2	$510	Sell	18 -578	-97%	-$15.3K	﹤0.01%	788
2023 Q1	$15.9K	Sell	596 -1,028	-63%	-$28.5K	0.01%	415
2022 Q4	$42.3K	Buy	1,624 +814	+100%	+$21.1K	0.02%	247
2022 Q3	$19K	Sell	810 -38	-4%	-$967	0.01%	294
2022 Q2	$20K	Buy	848 +47	+6%	+$1.23K	0.01%	297
2022 Q1	$22K	Buy	+801	New	+$23.1K	0.01%	292

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

Raleigh Capital Management's SDVY Position: Q1 2026 in Review

Raleigh Capital Management held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q1 2026 at 291 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Raleigh Capital Management first reported a position in SDVY in Q1 2022 and has held it in 16 quarters since. The position peaked at $158K in Q1 2024. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Raleigh Capital Management held 291 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $11.5K as of Q1 2026.
Raleigh Capital Management left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q1 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Raleigh Capital Management's portfolio in Q1 2026, its #390 holding.
Raleigh Capital Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 16 quarters since.
Raleigh Capital Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $158K in Q1 2024.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Raleigh Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.