RiverTree Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

RiverTree Advisors’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	$2.85M	Sell	72,178 -909	-1%	-$36.9K	1.8%	22
2025 Q4	$2.8M	Buy	73,087 +1,524	+2%	+$57.9K	1.79%	20
2025 Q3	$2.72M	Sell	71,563 -412	-0.6%	-$15.3K	1.74%	21
2025 Q2	$2.54M	Sell	71,975 -30,554	-30%	-$1.03M	1.7%	23
2025 Q1	$3.43M	Sell	102,529 -56,363	-35%	-$2.01M	2.3%	14
2024 Q4	$5.7M	Buy	158,892 +4,218	+3%	+$158K	3.74%	12
2024 Q3	$5.63M	Sell	154,674 -12,531	-7%	-$437K	3.82%	11
2024 Q2	$5.58M	Sell	167,205 -10,511	-6%	-$354K	3.81%	11
2024 Q1	$6.19M	Buy	177,716 +4,739	+3%	+$155K	4.15%	10
2023 Q4	$5.67M	Buy	+172,977	New	+$5.05M	3.85%	12
2022 Q3	–	Sell	-287,177	Closed	-$6.86M	–	43
2022 Q2	$6.86M	Sell	287,177 -5,333	-2%	-$140K	5.34%	9
2022 Q1	$8.15M	Buy	292,510 +32,843	+13%	+$948K	5.49%	10
2021 Q4	$7.87M	Buy	259,667 +801	+0.3%	+$23.8K	5.04%	8
2021 Q3	$7.32M	Buy	258,866 +14,953	+6%	+$433K	4.99%	6
2021 Q2	$7.1M	Buy	+243,913	New	+$7.19M	4.8%	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

RiverTree Advisors's SDVY Position: Q1 2026 in Review

RiverTree Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.2% in Q1 2026, selling an estimated $36.9K and leaving 72,178 shares worth $2.85M. The position accounts for 1.8% of the portfolio, ranked #22.

RiverTree Advisors first reported a position in SDVY in Q2 2021 and has held it in 15 quarters since. The position peaked at $8.15M in Q1 2022. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

RiverTree Advisors held 72,178 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.85M as of Q1 2026.
RiverTree Advisors sold 909 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $36.9K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.8% of RiverTree Advisors's portfolio in Q1 2026, its #22 holding.
RiverTree Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2021 and has held it in 15 quarters since.
RiverTree Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $8.15M in Q1 2022.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on RiverTree Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.