Summit Financial’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Summit Financial’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	$21M	Buy	532,862 +9,847	+2%	+$400K	0.27%	71
2025 Q4	$20M	Sell	523,015 -3,167	-0.6%	-$120K	0.29%	65
2025 Q3	$20M	Buy	+526,182	New	+$19.5M	0.31%	59

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

Summit Financial's SDVY Position: Q1 2026 in Review

Summit Financial increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.9% in Q1 2026, buying an estimated $400K and bringing the position to 532,862 shares worth $21M. The position accounts for 0.27% of the portfolio, ranked #71.

Summit Financial first reported a position in SDVY in Q3 2025 and has held it in 3 quarters since. 566 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Summit Financial held 532,862 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $21M as of Q1 2026.
Summit Financial bought 9,847 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $400K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.27% of Summit Financial's portfolio in Q1 2026, its #71 holding.
Summit Financial first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2025 and has held it in 3 quarters since.
566 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.