Arkos Global Advisors SDVY — FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF

Ownership history in Arkos Global Advisors  ·  9 quarters on record

AI Ownership Summary

Arkos Global Advisors reported FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.24% in 2025 Q4. The latest visible filing shows SDVY at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SDVY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arkos Global Advisors's position in FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SDVY was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SDVY stock page Arkos Global Advisors fund profile Arkos Global Advisors full holdings
How Arkos Global Advisors held SDVY — position size vs. price
% of Fund (quarterly)    SDVY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 49,244 +2,768 +6.0% 0.24% $1.9M 2026-02-14 (Est.) $42.07
2025 Q3 ADDED — — — 46,476 +6,286 +15.6% 0.23% $1.8M 2025-11-14 $37.27
2025 Q2 ADDED — — — 40,190 +2,776 +7.4% 0.20% $1.4M 2025-08-14 $36.96
2025 Q1 ADDED — — — 37,414 +2,237 +6.4% 0.18% $1.3M 2025-05-15 $34.57
2024 Q4 ADDED — — — 35,177 +1,408 +4.2% 0.18% $1.3M 2025-02-14 $36.39
2024 Q3 ADDED — — — 33,769 +5,921 +21.3% 0.18% $1.2M 2024-11-15 $37.30
2024 Q2 ADDED — — — 27,848 +1,520 +5.8% 0.15% $930K 2024-08-15 $33.80
2024 Q1 ADDED — — — 26,328 +10,991 +71.7% 0.15% $917K 2024-05-15 $33.90
2023 Q4 INITIATED — — — 15,337 — — 0.09% $503K 2024-02-15 $31.76

🏢 Other funds also holding SDVY

As of 2026 Q1 — sorted by position size

LVZ, Inc. 3Y 7Y 12.03% S Harris Financial Group, LLC 10.23% Advantage Trust Co 7.84% Randall & Associates Wealth Management 7.49% JSF Financial, LLC 3Y 6.89% Decker Wealth Management LLC 5.62% Catalyst Investment Management LLC 4.71% STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 4.66% My Portfolio Guide, LLC 4.55% Gaddis Premier Wealth Advisors LLC 4.42%

FAQ About Arkos Global Advisors and SDVY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arkos Global Advisors reported owning SDVY?

Arkos Global Advisors reported SDVY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SDVY position in Arkos Global Advisors's portfolio?

The largest reported portfolio weight for SDVY was 0.24% in 2025 Q4.

What is the latest reported SDVY position on this page?

The most recent filing on this page is 2025 Q4, when Arkos Global Advisors reported 49,244 shares, equal to 0.24% of portfolio, with an estimated market value of $1.9M.

What does the chart on this SDVY ownership page compare?

The chart compares Arkos Global Advisors's quarterly SDVY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Arkos Global Advisors time their SDVY position?

Based on 13F filing dates vs. subsequent SDVY price moves, Arkos Global Advisors correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on SDVY relative to SPY over the holding period was -2.4%.

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