Rossby Financial’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Rossby Financial’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	$10.7K	Sell	270 -14	-5%	-$569	﹤0.01%	1227
2025 Q4	$10.9K	Buy	284 +29	+11%	+$1.1K	﹤0.01%	903
2025 Q3	$9.68K	Buy	255 +35	+16%	+$1.3K	﹤0.01%	868
2025 Q2	$7.76K	Hold	220	–	–	﹤0.01%	832
2025 Q1	$7.13K	Buy	+220	New	+$7.85K	﹤0.01%	768

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

Rossby Financial's SDVY Position: Q1 2026 in Review

Rossby Financial reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4.9% in Q1 2026, selling an estimated $569 and leaving 270 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Rossby Financial first reported a position in SDVY in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.9K in Q4 2025. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Rossby Financial held 270 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $10.7K as of Q1 2026.
Rossby Financial sold 14 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $569.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1227 holding.
Rossby Financial first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2025 and has held it in 5 quarters since.
Rossby Financial's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $10.9K in Q4 2025.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.