U.S. Capital Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

U.S. Capital Wealth 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	$1.45M	Sell	36,852 -115	-0.3%	-$4.67K	0.04%	413
2025 Q4	$1.42M	Buy	36,967 +2,551	+7%	+$96.9K	0.04%	411
2025 Q3	$1.31M	Buy	34,416 +62	+0.2%	+$2.3K	0.04%	416
2025 Q2	$1.21M	Buy	34,354 +902	+3%	+$30.3K	0.04%	387
2025 Q1	$1.12M	Sell	33,452 -7,609	-19%	-$271K	0.03%	405
2024 Q4	$1.47M	Buy	41,061 +29,228	+247%	+$1.09M	0.05%	357
2024 Q3	$430K	Hold	11,833	–	–	0.02%	512
2024 Q2	$395K	Hold	11,833	–	–	0.02%	501
2024 Q1	$412K	Buy	11,833 +1,618	+16%	+$52.8K	0.02%	498
2023 Q4	$335K	Sell	10,215 -1,075	-10%	-$31.4K	0.01%	531
2023 Q3	$319K	Sell	11,290 -35	-0.3%	-$1.02K	0.01%	510
2023 Q2	$321K	Sell	11,325 -15	-0.1%	-$398	0.02%	520
2023 Q1	$302K	Sell	11,340 -285	-2%	-$7.91K	0.01%	535
2022 Q4	$303K	Hold	11,625	–	–	0.01%	531
2022 Q3	$269K	Buy	11,625 +1,500	+15%	+$38.2K	0.01%	537
2022 Q2	$242K	Buy	+10,125	New	+$265K	0.01%	591

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 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 $7.59B AUM 23.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

U.S. Capital Wealth Advisors's SDVY Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.31% in Q1 2026, selling an estimated $4.67K and leaving 36,852 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #413.

U.S. Capital Wealth Advisors first reported a position in SDVY in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.47M in Q4 2024. 566 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

U.S. Capital Wealth Advisors held 36,852 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.45M as of Q1 2026.
U.S. Capital Wealth Advisors sold 115 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $4.67K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #413 holding.
U.S. Capital Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2022 and has held it in 16 quarters since.
U.S. Capital Wealth Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.47M in Q4 2024.
566 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.