MGO ONE SEVEN LLC SDVY — FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF

Ownership history in MGO ONE SEVEN LLC  ·  20 quarters on record

AI Ownership Summary

MGO ONE SEVEN LLC reported FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY) in 20 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.64% in 2026 Q2. The latest visible filing shows SDVY at 0.64% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SDVY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MGO ONE SEVEN LLC'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
2026 Q2

SDVY was reported at 0.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 MGO ONE SEVEN LLC fund profile MGO ONE SEVEN LLC full holdings
How MGO ONE SEVEN LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 897,391 +817,253 +1019.8% 0.64% $38.7M 2026-07-31 $43.78
2026 Q1 ADDED — — — 80,138 +829 +1.0% 0.06% $3.2M 2026-05-14 $41.23
2025 Q4 ADDED — — — 79,309 +36,541 +85.4% 0.06% $3.0M 2026-02-03 $40.74
2025 Q3 REDUCED 19.0% +2.8% ❌ 42,768 -10,019 -19.0% 0.04% $1.6M 2025-10-24 $37.55
2025 Q2 ADDED — — — 52,787 +833 +1.6% 0.06% $1.9M 2025-07-25 $36.22
2025 Q1 ADDED — — — 51,954 +19,337 +59.3% 0.07% $1.7M 2025-05-08 $33.29
2024 Q4 ADDED — — — 32,617 +5,315 +19.5% 0.04% $1.2M 2025-02-14 $36.32
2024 Q3 ADDED — — — 27,302 +4,042 +17.4% 0.04% $993K 2024-10-15 $36.00
2024 Q2 REDUCED 15.2% +9.4% ❌ 23,260 -4,175 -15.2% 0.04% $776K 2024-08-07 $32.23
2024 Q1 ADDED — — — 27,435 +5,451 +24.8% 0.05% $955K 2024-05-14 $33.53
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SDVY

As of 2026 Q2 — sorted by position size

Southern Financial Group, LLC 14.41% LVZ, Inc. 3Y 7Y 11.85% S Harris Financial Group, LLC 9.85% Randall & Associates Wealth Management 9.47% Solano Wealth Investment Advisors LLC 8.19% Advantage Trust Co 6.67% STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 6.09% JSF Financial, LLC 3Y 6.05% Decker Wealth Management LLC 5.96% STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 4.57%

FAQ About MGO ONE SEVEN LLC and SDVY

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

How long has MGO ONE SEVEN LLC reported owning SDVY?

MGO ONE SEVEN LLC reported SDVY across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SDVY position in MGO ONE SEVEN LLC's portfolio?

The largest reported portfolio weight for SDVY was 0.64% in 2026 Q2.

What is the latest reported SDVY position on this page?

The most recent filing on this page is 2026 Q2, when MGO ONE SEVEN LLC reported 897,391 shares, equal to 0.64% of portfolio, with an estimated market value of $38.7M.

What does the chart on this SDVY ownership page compare?

The chart compares MGO ONE SEVEN LLC'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 MGO ONE SEVEN LLC time their SDVY position?

Based on 13F filing dates vs. subsequent SDVY price moves, MGO ONE SEVEN LLC correctly timed 8 out of 19 reported position changes (42%). The annualised alpha on SDVY relative to SPY over the holding period was -2.0%.

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