TFB Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

TFB Advisors’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	-9,402	Closed	-$360K	–	286
2025 Q4	$360K	Hold	9,402	–	–	0.1%	219
2025 Q3	$354K	Sell	9,402 -124	-1%	-$4.6K	0.1%	215
2025 Q2	$336K	Hold	9,526	–	–	0.09%	238
2025 Q1	$319K	Hold	9,526	–	–	0.09%	240
2024 Q4	$342K	Hold	9,526	–	–	0.1%	220
2024 Q3	$347K	Sell	9,526 -1,097	-10%	-$38.3K	0.1%	219
2024 Q2	$355K	Sell	10,623 -40	-0.4%	-$1.35K	0.12%	195
2024 Q1	$350K	Sell	10,663 -515	-5%	-$16.8K	0.13%	178
2023 Q4	$366K	Hold	11,178	–	–	0.19%	108
2023 Q3	$316K	Sell	11,178 -2,254	-17%	-$65.8K	0.38%	81
2023 Q2	$380K	Buy	+13,432	New	+$356K	0.17%	147

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

TFB Advisors's SDVY Position: Q1 2026 in Review

TFB Advisors sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2026, closing a stake of 9,402 shares — an estimated $360K sold.

TFB Advisors first reported a position in SDVY in Q2 2023 and held it in 11 quarters. The position peaked at $380K in Q2 2023. 567 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

TFB Advisors reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
TFB Advisors sold 9,402 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $360K.
TFB Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2023 and held it in 11 quarters.
TFB Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $380K in Q2 2023.
567 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.