1776 Wealth’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

1776 Wealth’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 Q2	$305K	Sell	7,067 -32	-0.5%	-$1.33K	0.11%	124
2026 Q1	$280K	Sell	7,099 -6	-0.1%	-$244	0.11%	121
2025 Q4	$272K	Hold	7,105	–	–	0.1%	119
2025 Q3	$270K	Buy	+7,105	New	+$264K	0.1%	124

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

1776 Wealth's SDVY Position: Q2 2026 in Review

1776 Wealth reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.45% in Q2 2026, selling an estimated $1.33K and leaving 7,067 shares worth $305K. The position accounts for 0.11% of the portfolio, ranked #124.

1776 Wealth first reported a position in SDVY in Q3 2025 and has held it in 4 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

1776 Wealth held 7,067 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $305K as of Q2 2026.
1776 Wealth sold 32 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.33K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.11% of 1776 Wealth's portfolio in Q2 2026, its #124 holding.
1776 Wealth first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2025 and has held it in 4 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.