Sound Income Strategies’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Sound Income Strategies’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	–	Sell	-250	Closed	-$10.1K	–	2696
2025 Q4	$10.1K	Hold	250	–	–	﹤0.01%	1461
2025 Q3	$9.34K	Hold	250	–	–	﹤0.01%	1031
2025 Q2	$8.82K	Hold	250	–	–	﹤0.01%	967
2025 Q1	$8.38K	Buy	+250	New	+$8.92K	﹤0.01%	950
2024 Q2	–	Sell	-500	Closed	-$17.4K	–	1474
2024 Q1	$17.4K	Buy	+500	New	+$16.3K	﹤0.01%	625
2023 Q3	–	Sell	-41	Closed	-$1.16K	–	1219
2023 Q2	$1.16K	Buy	+41	New	+$1.09K	﹤0.01%	956

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 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 $110B AUM 26.29% 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 $7.59B AUM 23.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Sound Income Strategies's SDVY Position: Q1 2026 in Review

Sound Income Strategies sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2026, closing a stake of 250 shares — an estimated $10.1K sold.

Sound Income Strategies first reported a position in SDVY in Q2 2023 and held it in 6 quarters. The position peaked at $17.4K in Q1 2024. 566 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Sound Income Strategies reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
Sound Income Strategies sold 250 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $10.1K.
Sound Income Strategies first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2023 and held it in 6 quarters.
Sound Income Strategies's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $17.4K in Q1 2024.
566 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.