Western Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Western Wealth 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	$33.5M	Buy	849,178 +92,762	+12%	+$3.77M	1.27%	11
2025 Q4	$29M	Buy	756,416 +104,529	+16%	+$3.97M	1.34%	12
2025 Q3	$24.8M	Buy	651,887 +52,810	+9%	+$1.96M	1.31%	13
2025 Q2	$21.1M	Sell	599,077 -46,636	-7%	-$1.56M	1.25%	15
2025 Q1	$21.6M	Buy	645,713 +40,483	+7%	+$1.44M	1.43%	12
2024 Q4	$21.7M	Buy	605,230 +75,097	+14%	+$2.81M	1.41%	13
2024 Q3	$19.3M	Buy	530,133 +164,816	+45%	+$5.75M	1.1%	16
2024 Q2	$12.2M	Buy	365,317 +21,540	+6%	+$725K	0.9%	23
2024 Q1	$12M	Buy	343,777 +26,270	+8%	+$858K	0.93%	19
2023 Q4	$10.4M	Buy	317,507 +139,214	+78%	+$4.06M	0.75%	26
2023 Q3	$5.03M	Buy	178,293 +66,885	+60%	+$1.95M	0.43%	45
2023 Q2	$3.15M	Sell	111,408 -8,881	-7%	-$236K	0.27%	81
2023 Q1	$3.21M	Buy	120,289 +12,228	+11%	+$339K	0.3%	77
2022 Q4	$2.82M	Sell	108,061 -34,304	-24%	-$891K	0.29%	84
2022 Q3	$3.29M	Buy	142,365 +22,517	+19%	+$573K	0.19%	117
2022 Q2	$2.87M	Sell	119,848 -58,014	-33%	-$1.52M	0.16%	140
2022 Q1	$4.96M	Buy	+177,862	New	+$5.14M	0.24%	91

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

Western Wealth Management's SDVY Position: Q1 2026 in Review

Western Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 12% in Q1 2026, buying an estimated $3.77M and bringing the position to 849,178 shares worth $33.5M. The position accounts for 1.27% of the portfolio, ranked #11.

Western Wealth Management first reported a position in SDVY in Q1 2022 and has held it in 17 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Western Wealth Management held 849,178 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $33.5M as of Q1 2026.
Western Wealth Management bought 92,762 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $3.77M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.27% of Western Wealth Management's portfolio in Q1 2026, its #11 holding.
Western Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 17 quarters since.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.