Sigma Planning Corp’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Sigma Planning Corp’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 Q3	$12.9M	Buy	318,763 +516	+0.2%	+$22.3K	0.33%	49
2026 Q2	$13.7M	Buy	318,247 +17,549	+6%	+$732K	0.35%	46
2026 Q1	$11.9M	Buy	300,698 +9,016	+3%	+$366K	0.33%	49
2025 Q4	$11.2M	Sell	291,682 -4,310	-1%	-$164K	0.31%	55
2025 Q3	$11.3M	Sell	295,992 -98,843	-25%	-$3.67M	0.32%	49
2025 Q2	$13.9M	Sell	394,835 -162,466	-29%	-$5.45M	0.42%	35
2025 Q1	$18.7M	Buy	557,301 +36,251	+7%	+$1.29M	0.6%	23
2024 Q4	$18.7M	Buy	521,050 +96,286	+23%	+$3.6M	0.59%	24
2024 Q3	$15.5M	Buy	424,764 +8,542	+2%	+$298K	0.47%	34
2024 Q2	$13.9M	Buy	416,222 +187,339	+82%	+$6.31M	0.44%	38
2024 Q1	$7.97M	Buy	228,883 +190,471	+496%	+$6.22M	0.25%	74
2023 Q4	$1.26M	Sell	38,412 -48,687	-56%	-$1.42M	0.1%	219
2023 Q3	$2.46M	Sell	87,099 -1,684	-2%	-$49.2K	0.09%	233
2023 Q2	$2.51M	Buy	88,783 +15,899	+22%	+$422K	0.09%	242
2023 Q1	$1.94M	Sell	72,884 -49,039	-40%	-$1.36M	0.06%	306
2022 Q4	$3.18M	Sell	121,923 -19,157	-14%	-$497K	0.11%	188
2022 Q3	$3.26M	Buy	141,080 +34,084	+32%	+$867K	0.12%	179
2022 Q2	$2.56M	Buy	106,996 +16,428	+18%	+$430K	0.09%	223
2022 Q1	$2.52M	Buy	90,568 +79,621	+727%	+$2.3M	0.08%	262
2021 Q4	$332K	Buy	10,947 +106	+1%	+$3.16K	0.01%	1031
2021 Q3	$306K	Sell	10,841 -154	-1%	-$4.46K	0.01%	1054
2021 Q2	$320K	Buy	10,995 +1,105	+11%	+$32.6K	0.01%	1047
2021 Q1	$281K	Buy	+9,890	New	+$263K	0.01%	1028

Other funds holding SDVY

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Sigma Planning Corp's SDVY Position: Q3 2026 in Review

Sigma Planning Corp increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.16% in Q3 2026, buying an estimated $22.3K and bringing the position to 318,763 shares worth $12.9M. The position accounts for 0.33% of the portfolio, ranked #49.

Sigma Planning Corp first reported a position in SDVY in Q1 2021 and has held it in 23 quarters since. The position peaked at $18.7M in Q4 2024. 165 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Sigma Planning Corp held 318,763 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $12.9M as of Q3 2026.
Sigma Planning Corp bought 516 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $22.3K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.33% of Sigma Planning Corp's portfolio in Q3 2026, its #49 holding.
Sigma Planning Corp first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2021 and has held it in 23 quarters since.
Sigma Planning Corp's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $18.7M in Q4 2024.
165 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.