Tucker Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Tucker Asset 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	–	Sell	-1,276	Closed	-$48.9K	–	906
2025 Q4	$48.9K	Buy	+1,276	New	+$48.4K	0.01%	298
2025 Q1	–	Sell	-1,852	Closed	-$66.4K	–	819
2024 Q4	$66.4K	Sell	1,852 -735	-28%	-$27.5K	0.01%	315
2024 Q3	$94.1K	Sell	2,587 -1,198	-32%	-$41.8K	0.02%	233
2024 Q2	$126K	Buy	+3,785	New	+$127K	0.03%	216
2023 Q2	–	Sell	-2,480	Closed	-$66.1K	–	1273
2023 Q1	$66.1K	Buy	2,480 +1,245	+101%	+$34.5K	0.02%	207
2022 Q4	$32.3K	Buy	1,235 +90	+8%	+$2.34K	0.01%	195
2022 Q3	$29.7K	Buy	1,145 +653	+133%	+$16.6K	0.01%	191
2022 Q2	$11.7K	Buy	+492	New	+$12.9K	﹤0.01%	229

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

Tucker Asset Management's SDVY Position: Q1 2026 in Review

Tucker Asset Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2026, closing a stake of 1,276 shares — an estimated $48.9K sold.

Tucker Asset Management first reported a position in SDVY in Q2 2022 and held it in 8 quarters. The position peaked at $126K in Q2 2024. 567 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Tucker Asset Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 1,276 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $48.9K.
Tucker Asset Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2022 and held it in 8 quarters.
Tucker Asset Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $126K in Q2 2024.
567 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.