Ken Fisher's SDVY Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 10,236 shares of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) worth $403,605, representing 0.00% of the portfolio. First purchased in 2026-Q1, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Ken Fisher has initiated a new position in SDVY, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) Holding Value Over Time
Track share changes against reported price movement
Quarterly First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +10,236 | New Buy | 10,236 | $39.43 |
Ken Fisher's First Trust SMID Cap Rising Dividend Achievers ETF Investment FAQs
Ken Fisher first purchased First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2026, acquiring 10,236 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for 1 quarters since Q1 2026.
Ken Fisher's largest addition to First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) was in Q1 2026, adding 10,236 shares worth $403,605.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 10,236 shares of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY), valued at approximately $403,605.
As of the Q1 2026 filing, First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) was 10,236 shares, as reported at the end of Q1 2026.