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 Q3	$2.95M	Buy	72,759 +4,518	+7%	+$195K	0.64%	43
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

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

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

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Accel Wealth Management's SDVY Position: Q3 2026 in Review

Accel Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 6.6% in Q3 2026, buying an estimated $195K and bringing the position to 72,759 shares worth $2.95M. The position accounts for 0.64% of the portfolio, ranked #43.

Accel Wealth Management first reported a position in SDVY in Q1 2021 and has held it in 21 quarters since. 193 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Accel Wealth Management held 72,759 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.95M as of Q3 2026.
Accel Wealth Management bought 4,518 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $195K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.64% of Accel Wealth Management's portfolio in Q3 2026, its #43 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 21 quarters since.
193 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.