Aft Forsyth & Sober’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Aft Forsyth & Sober’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	$13M	Hold	329,600	–	–	4.06%	5
2026 Q1	$13M	Hold	329,600	–	–	3.96%	5
2025 Q4	$12.6M	Buy	+329,600	New	+$12.5M	3.83%	5
2024 Q4	–	Sell	-250,600	Closed	-$9.12M	–	80
2024 Q3	$9.12M	Buy	250,600 +300	+0.1%	+$10.5K	3%	7
2024 Q2	$8.36M	Buy	250,300 +300	+0.1%	+$10.1K	2.86%	9
2024 Q1	$8.71M	Buy	+250,000	New	+$8.16M	3.07%	8

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

Aft Forsyth & Sober's SDVY Position: Q2 2026 in Review

Aft Forsyth & Sober held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 329,600 shares worth $13M. The position accounts for 4.06% of the portfolio, ranked #5.

Aft Forsyth & Sober first reported a position in SDVY in Q1 2024 and has held it in 6 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Aft Forsyth & Sober held 329,600 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $13M as of Q2 2026.
Aft Forsyth & Sober left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 4.06% of Aft Forsyth & Sober's portfolio in Q2 2026, its #5 holding.
Aft Forsyth & Sober first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 6 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Aft Forsyth & Sober's 13F filing for Q2 2026, filed 14 Aug 2026.