Spectrum Wealth Advisory Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Spectrum Wealth Advisory Group’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	$4.02M	Sell	101,927 -414,517	-80%	-$16.8M	1.49%	15
2025 Q4	$19.8M	Buy	516,444 +413,010	+399%	+$15.7M	7.27%	4
2025 Q3	$3.93M	Buy	103,434 +1,482	+1%	+$55K	1.62%	14
2025 Q2	$3.6M	Sell	101,952 -17,972	-15%	-$603K	1.67%	13
2025 Q1	$4.02M	Buy	119,924 +94,664	+375%	+$3.38M	1.93%	12
2024 Q4	$906K	Buy	+25,260	New	+$945K	0.43%	25

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

Spectrum Wealth Advisory Group's SDVY Position: Q1 2026 in Review

Spectrum Wealth Advisory Group reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 80% in Q1 2026, selling an estimated $16.8M and leaving 101,927 shares worth $4.02M. The position accounts for 1.49% of the portfolio, ranked #15.

Spectrum Wealth Advisory Group first reported a position in SDVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.8M in Q4 2025. 566 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Spectrum Wealth Advisory Group held 101,927 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $4.02M as of Q1 2026.
Spectrum Wealth Advisory Group sold 414,517 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $16.8M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.49% of Spectrum Wealth Advisory Group's portfolio in Q1 2026, its #15 holding.
Spectrum Wealth Advisory Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
Spectrum Wealth Advisory Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $19.8M in Q4 2025.
566 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.