TCFG Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

TCFG Wealth 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	$643K	Sell	16,297 -1	-0%	-$41	0.24%	101
2025 Q4	$625K	Buy	16,298 +28	+0.2%	+$1.06K	0.24%	113
2025 Q3	$619K	Sell	16,270 -1,746	-10%	-$64.8K	0.24%	102
2025 Q2	$636K	Sell	18,016 -765	-4%	-$25.7K	0.29%	90
2025 Q1	$629K	Sell	18,781 -474	-2%	-$16.9K	0.32%	81
2024 Q4	$690K	Buy	19,255 +28	+0.1%	+$1.05K	0.35%	76
2024 Q3	$699K	Buy	+19,227	New	+$671K	0.35%	76

Other funds holding SDVY

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

TCFG Wealth Management's SDVY Position: Q1 2026 in Review

TCFG Wealth Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.01% in Q1 2026, selling an estimated $41 and leaving 16,297 shares worth $643K. The position accounts for 0.24% of the portfolio, ranked #101.

TCFG Wealth Management first reported a position in SDVY in Q3 2024 and has held it in 7 quarters since. The position peaked at $699K in Q3 2024. 567 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

TCFG Wealth Management held 16,297 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $643K as of Q1 2026.
TCFG Wealth Management sold 1 First Trust SMID Cap Rising Dividend Achievers ETF share in Q1 2026, an estimated $41.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.24% of TCFG Wealth Management's portfolio in Q1 2026, its #101 holding.
TCFG Wealth 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.
TCFG Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $699K in Q3 2024.
567 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.