Advyzon Investment Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Advyzon Investment 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	$1.66M	Buy	38,499 +6,518	+20%	+$272K	0.12%	166
2026 Q1	$1.26M	Buy	31,981 +1,916	+6%	+$77.8K	0.11%	182
2025 Q4	$1.15M	Buy	30,065 +24,553	+445%	+$932K	0.13%	165
2025 Q3	$210K	Buy	+5,512	New	+$204K	0.04%	441

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

Advyzon Investment Management's SDVY Position: Q2 2026 in Review

Advyzon Investment Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 20% in Q2 2026, buying an estimated $272K and bringing the position to 38,499 shares worth $1.66M. The position accounts for 0.12% of the portfolio, ranked #166.

Advyzon Investment Management first reported a position in SDVY in Q3 2025 and has held it in 4 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Advyzon Investment Management held 38,499 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.66M as of Q2 2026.
Advyzon Investment Management bought 6,518 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $272K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.12% of Advyzon Investment Management's portfolio in Q2 2026, its #166 holding.
Advyzon Investment Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2025 and has held it in 4 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.