SSI Investment Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

SSI Investment Management’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	$6.58M	Sell	166,963 -707	-0.4%	-$28.7K	0.45%	77
2025 Q4	$6.43M	Sell	167,670 -399	-0.2%	-$15.1K	0.44%	74
2025 Q3	$6.39M	Buy	168,069 +1,906	+1%	+$70.7K	0.44%	80
2025 Q2	$5.86M	Sell	166,163 -10,639	-6%	-$357K	0.41%	86
2025 Q1	$5.92M	Sell	176,802 -6,877	-4%	-$245K	0.46%	69
2024 Q4	$6.58M	Buy	183,679 +66,569	+57%	+$2.49M	0.49%	66
2024 Q3	$4.26M	Buy	+117,110	New	+$4.09M	0.31%	110

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

SSI Investment Management's SDVY Position: Q1 2026 in Review

SSI Investment Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.42% in Q1 2026, selling an estimated $28.7K and leaving 166,963 shares worth $6.58M. The position accounts for 0.45% of the portfolio, ranked #77.

SSI Investment Management first reported a position in SDVY in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.58M in Q4 2024. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

SSI Investment Management held 166,963 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $6.58M as of Q1 2026.
SSI Investment Management sold 707 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $28.7K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.45% of SSI Investment Management's portfolio in Q1 2026, its #77 holding.
SSI Investment Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 7 quarters since.
SSI Investment Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $6.58M in Q4 2024.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on SSI Investment Management's 13F filing for Q1 2026, filed 14 May 2026.