Advance Capital Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Advance Capital 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	$463K	Sell	10,722 -1,326	-11%	-$55.3K	0.02%	126
2026 Q1	$475K	Buy	12,048 +3,133	+35%	+$127K	0.02%	108
2025 Q4	$342K	Buy	8,915 +30	+0.3%	+$1.14K	0.01%	127
2025 Q3	$338K	Sell	8,885 -139	-2%	-$5.16K	0.01%	128
2025 Q2	$318K	Sell	9,024 -494,065	-98%	-$16.6M	0.01%	125
2025 Q1	$16.9M	Buy	503,089 +12,072	+2%	+$431K	0.81%	14
2024 Q4	$17.6M	Buy	+491,017	New	+$18.4M	0.81%	10

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

Advance Capital Management's SDVY Position: Q2 2026 in Review

Advance Capital Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 11% in Q2 2026, selling an estimated $55.3K and leaving 10,722 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #126.

Advance Capital Management first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.6M in Q4 2024. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Advance Capital Management held 10,722 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $463K as of Q2 2026.
Advance Capital Management sold 1,326 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $55.3K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of Advance Capital Management's portfolio in Q2 2026, its #126 holding.
Advance Capital Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Advance Capital Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $17.6M in Q4 2024.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.