Twin Peaks Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVY
CIA
Twin Peaks Wealth Advisors's SDVY Position: Q1 2026 in Review
Twin Peaks Wealth Advisors opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2026: 35,685 shares worth $1.41M. The stake represents 0.35% of the portfolio and ranks #59 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SDVY as recently as Q2 2025.
Twin Peaks Wealth Advisors first reported a position in SDVY in Q2 2025 and has held it in 2 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.
- Twin Peaks Wealth Advisors held 35,685 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.41M as of Q1 2026.
- First Trust SMID Cap Rising Dividend Achievers ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
- First Trust SMID Cap Rising Dividend Achievers ETF made up 0.35% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #59 holding.
- Twin Peaks Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2025 and has held it in 2 quarters since.
- 564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.