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BOLTON SECURITIES CORPORATION’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$5.07K Buy
+125
New +$5.4K ﹤0.01% 1970
2026
Q1 		– Sell
-2,000
Closed -$76.6K – 2108
2025
Q4 		$76.6K Hold
2,000
– – ﹤0.01% 1090
2025
Q3 		$76K Hold
2,000
– – ﹤0.01% 1048
2025
Q2 		$70.6K Sell
2,000
-500
-20% -$16.8K ﹤0.01% 1014
2025
Q1 		$83.8K Buy
+2,500
New +$89.2K ﹤0.01% 925

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SDVY Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2026: 125 shares worth $5.07K. The stake represents ﹤0.01% of the portfolio and ranks #1970 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in SDVY as recently as Q4 2025.

BOLTON SECURITIES CORPORATION first reported a position in SDVY in Q1 2025 and has held it in 5 quarters since. The position peaked at $83.8K in Q1 2025. 451 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 125 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $5.07K as of Q3 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new BOLTON SECURITIES CORPORATION position in Q3 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1970 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $83.8K in Q1 2025.
  • 451 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.