AWM
SDVY icon

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

Accel Wealth Management’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 		$2.94M Buy
68,241
+7,016
+11% +$293K 0.66% 41
2026
Q1 		$2.41M Buy
61,225
+9,324
+18% +$379K 0.63% 37
2025
Q4 		$1.99M Buy
51,901
+12,870
+33% +$489K 0.54% 46
2025
Q3 		$1.48M Buy
39,031
+25,969
+199% +$963K 0.43% 62
2025
Q2 		$461K Buy
13,062
+1,454
+13% +$48.8K 0.15% 145
2025
Q1 		$389K Buy
11,608
+204
+2% +$7.28K 0.14% 146
2024
Q4 		$409K Buy
11,404
+2,940
+35% +$110K 0.16% 147
2024
Q3 		$308K Buy
8,464
+403
+5% +$14.1K 0.11% 183
2024
Q2 		$269K Buy
8,061
+672
+9% +$22.6K 0.11% 180
2024
Q1 		$257K Buy
7,389
+605
+9% +$19.8K 0.11% 177
2023
Q4 		$222K Buy
+6,784
New +$198K 0.11% 170
2023
Q2 		– Sell
-5,788
Closed -$154K – 734
2023
Q1 		$154K Buy
5,788
+14
+0.2% +$388 0.06% 252
2022
Q4 		$150K Buy
5,774
+25
+0.4% +$649 0.07% 187
2022
Q3 		$143K Buy
5,749
+16
+0.3% +$407 0.08% 204
2022
Q2 		$140K Buy
5,733
+957
+20% +$25.1K 0.08% 187
2022
Q1 		$133K Buy
4,776
+788
+20% +$22.8K 0.07% 214
2021
Q4 		$121K Buy
3,988
+1,974
+98% +$58.8K 0.06% 234
2021
Q3 		$57K Buy
2,014
+5
+0.2% +$145 0.04% 307
2021
Q2 		$58K Buy
2,009
+7
+0.3% +$206 0.04% 318
2021
Q1 		$57K Buy
+2,002
New +$53.2K 0.05% 293

Other funds holding SDVY

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Accel Wealth Management's SDVY Position: Q2 2026 in Review

Accel Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 11% in Q2 2026, buying an estimated $293K and bringing the position to 68,241 shares worth $2.94M. The position accounts for 0.66% of the portfolio, ranked #41.

Accel Wealth Management first reported a position in SDVY in Q1 2021 and has held it in 20 quarters since. 148 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Accel Wealth Management held 68,241 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.94M as of Q2 2026.
  • Accel Wealth Management bought 7,016 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $293K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.66% of Accel Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Accel Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2021 and has held it in 20 quarters since.
  • 148 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.