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Retirement Planning Group (Kansas)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Retirement Planning Group (Kansas)’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 		$613K Buy
15,534
+1,864
+14% +$75.7K 0.02% 269
2025
Q4 		$524K Buy
13,670
+417
+3% +$15.8K 0.02% 264
2025
Q3 		$504K Buy
+13,253
New +$492K 0.02% 267

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Retirement Planning Group (Kansas)'s SDVY Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 14% in Q1 2026, buying an estimated $75.7K and bringing the position to 15,534 shares worth $613K. The position accounts for 0.02% of the portfolio, ranked #269.

Retirement Planning Group (Kansas) first reported a position in SDVY in Q3 2025 and has held it in 3 quarters since. 566 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

  • Retirement Planning Group (Kansas) held 15,534 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $613K as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 1,864 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $75.7K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #269 holding.
  • Retirement Planning Group (Kansas) first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2025 and has held it in 3 quarters since.
  • 566 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.