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

Advisornet 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	$2.08M	Buy	48,318 +7,044	+17%	+$294K	0.1%	179
2026 Q1	$1.63M	Buy	41,274 +4,196	+11%	+$170K	0.08%	193
2025 Q4	$1.42M	Buy	37,078 +1,626	+5%	+$61.7K	0.08%	206
2025 Q3	$1.35M	Buy	35,452 +7,870	+29%	+$292K	0.08%	210
2025 Q2	$973K	Buy	27,582 +17,518	+174%	+$588K	0.06%	248
2025 Q1	$337K	Buy	10,064 +372	+4%	+$13.3K	0.03%	421
2024 Q4	$347K	Buy	9,692 +3,169	+49%	+$119K	0.03%	385
2024 Q3	$237K	Buy	6,523 +1,903	+41%	+$66.4K	0.02%	487
2024 Q2	$154K	Buy	4,620 +1,916	+71%	+$64.5K	0.01%	538
2024 Q1	$94.2K	Buy	+2,704	New	+$88.3K	0.01%	648

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

Advisornet Financial's SDVY Position: Q2 2026 in Review

Advisornet Financial increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 17% in Q2 2026, buying an estimated $294K and bringing the position to 48,318 shares worth $2.08M. The position accounts for 0.1% of the portfolio, ranked #179.

Advisornet Financial first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Advisornet Financial held 48,318 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.08M as of Q2 2026.
Advisornet Financial bought 7,044 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $294K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.1% of Advisornet Financial's portfolio in Q2 2026, its #179 holding.
Advisornet Financial first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.