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 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 $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

Thoroughbred Financial Services's SDVY Position: Q1 2026 in Review

Thoroughbred Financial Services increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.7% in Q1 2026, buying an estimated $19.2K and bringing the position to 29,097 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #254.

Thoroughbred Financial Services first reported a position in SDVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.15M in Q3 2025. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Thoroughbred Financial Services held 29,097 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.15M as of Q1 2026.
Thoroughbred Financial Services bought 473 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $19.2K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.07% of Thoroughbred Financial Services's portfolio in Q1 2026, its #254 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 6 quarters since.
Thoroughbred Financial Services's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.15M in Q3 2025.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.