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 Q3	$332K	Hold	8,178	–	–	0.13%	93
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 $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

626 Financial's SDVY Position: Q3 2026 in Review

626 Financial held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q3 2026 at 8,178 shares worth $332K. The position accounts for 0.13% of the portfolio, ranked #93.

626 Financial first reported a position in SDVY in Q2 2024 and has held it in 10 quarters since. The position peaked at $353K in Q2 2026. 507 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

626 Financial held 8,178 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $332K as of Q3 2026.
626 Financial left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q3 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.13% of 626 Financial's portfolio in Q3 2026, its #93 holding.
626 Financial first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 10 quarters since.
626 Financial's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $353K in Q2 2026.
507 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on 626 Financial's 13F filing for Q3 2026, filed 4 Nov 2026.