Rehmann Capital Advisory Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.27M Buy
158,946
+26,075
+20% +$1.06M 0.33% 56
2025
Q4
$5.09M Buy
132,871
+6,488
+5% +$246K 0.27% 65
2025
Q3
$4.81M Buy
126,383
+4,200
+3% +$156K 0.26% 70
2025
Q2
$4.31M Buy
122,183
+14,262
+13% +$479K 0.26% 73
2025
Q1
$3.62M Buy
107,921
+24,539
+29% +$875K 0.23% 84
2024
Q4
$2.99M Buy
83,382
+19,182
+30% +$718K 0.19% 93
2024
Q3
$2.33M Buy
64,200
+12,724
+25% +$444K 0.15% 110
2024
Q2
$1.72M Buy
+51,476
New +$1.73M 0.12% 134

Other funds holding SDVY

Rehmann Capital Advisory Group's SDVY Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 20% in Q1 2026, buying an estimated $1.06M and bringing the position to 158,946 shares worth $6.27M. The position accounts for 0.33% of the portfolio, ranked #56.

Rehmann Capital Advisory Group first reported a position in SDVY in Q2 2024 and has held it in 8 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

  • Rehmann Capital Advisory Group held 158,946 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $6.27M as of Q1 2026.
  • Rehmann Capital Advisory Group bought 26,075 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $1.06M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.33% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #56 holding.
  • Rehmann Capital Advisory Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 8 quarters since.
  • 564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.