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

Thoroughbred Financial Services’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 Q3	$1.1M	Sell	27,052 -1,746	-6%	-$75.4K	0.05%	291
2026 Q2	$1.24M	Sell	28,798 -299	-1%	-$12.5K	0.06%	257
2026 Q1	$1.15M	Buy	29,097 +473	+2%	+$19.2K	0.07%	254
2025 Q4	$1.1M	Sell	28,624 -1,613	-5%	-$61.2K	0.06%	265
2025 Q3	$1.15M	Sell	30,237 -426	-1%	-$15.8K	0.07%	249
2025 Q2	$1.08M	Buy	30,663 +16,638	+119%	+$558K	0.08%	249
2025 Q1	$469K	Buy	14,025 +601	+4%	+$21.4K	0.03%	432
2024 Q4	$481K	Buy	+13,424	New	+$502K	0.03%	413

Other funds holding SDVY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Thoroughbred Financial Services's SDVY Position: Q3 2026 in Review

Thoroughbred Financial Services reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 6.1% in Q3 2026, selling an estimated $75.4K and leaving 27,052 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #291.

Thoroughbred Financial Services first reported a position in SDVY in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.24M in Q2 2026. 382 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Thoroughbred Financial Services held 27,052 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.1M as of Q3 2026.
Thoroughbred Financial Services sold 1,746 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $75.4K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.05% of Thoroughbred Financial Services's portfolio in Q3 2026, its #291 holding.
Thoroughbred Financial Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 8 quarters since.
Thoroughbred Financial Services's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.24M in Q2 2026.
382 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Thoroughbred Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.