626 Financial’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

626 Financial’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	$353K	Hold	8,178	–	–	0.14%	89
2026 Q1	$322K	Hold	8,178	–	–	0.14%	90
2025 Q4	$313K	Hold	8,178	–	–	0.13%	87
2025 Q3	$311K	Hold	8,178	–	–	0.14%	87
2025 Q2	$289K	Hold	8,178	–	–	0.14%	86
2025 Q1	$274K	Hold	8,178	–	–	0.14%	88
2024 Q4	$293K	Buy	8,178 +1,690	+26%	+$63.2K	0.16%	87
2024 Q3	$236K	Hold	6,488	–	–	0.13%	98
2024 Q2	$217K	Buy	+6,488	New	+$218K	0.13%	100

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

626 Financial's SDVY Position: Q2 2026 in Review

626 Financial held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 8,178 shares worth $353K. The position accounts for 0.14% of the portfolio, ranked #89.

626 Financial first reported a position in SDVY in Q2 2024 and has held it in 9 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

626 Financial held 8,178 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $353K as of Q2 2026.
626 Financial left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.14% of 626 Financial's portfolio in Q2 2026, its #89 holding.
626 Financial first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on 626 Financial's 13F filing for Q2 2026, filed 27 Jul 2026.