Rothschild Investment LLC’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Rothschild Investment LLC’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	$817K	Buy	20,725 +250	+1%	+$10.2K	0.04%	303
2025 Q4	$785K	Buy	20,475 +450	+2%	+$17.1K	0.04%	284
2025 Q3	$761K	Buy	20,025 +7,600	+61%	+$282K	0.04%	273
2025 Q2	$438K	Buy	12,425 +3,200	+35%	+$107K	0.03%	370
2025 Q1	$309K	Buy	9,225 +2,064	+29%	+$73.6K	0.02%	414
2024 Q4	$257K	Buy	7,161 +7,011	+4,674%	+$262K	0.02%	449
2024 Q3	$5.46K	Hold	150	–	–	﹤0.01%	1268
2024 Q2	$5.01K	Hold	150	–	–	﹤0.01%	1209
2024 Q1	$5.22K	Buy	+150	New	+$4.9K	﹤0.01%	1131

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

Rothschild Investment LLC's SDVY Position: Q1 2026 in Review

Rothschild Investment LLC increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.2% in Q1 2026, buying an estimated $10.2K and bringing the position to 20,725 shares worth $817K. The position accounts for 0.04% of the portfolio, ranked #303.

Rothschild Investment LLC first reported a position in SDVY in Q1 2024 and has held it in 9 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Rothschild Investment LLC held 20,725 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $817K as of Q1 2026.
Rothschild Investment LLC bought 250 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $10.2K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.04% of Rothschild Investment LLC's portfolio in Q1 2026, its #303 holding.
Rothschild Investment LLC first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 9 quarters since.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.