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

Albion Financial Group’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	$356K	Hold	8,250	–	–	0.02%	151
2026 Q1	$325K	Hold	8,250	–	–	0.02%	146
2025 Q4	$316K	Hold	8,250	–	–	0.02%	149
2025 Q3	$314K	Hold	8,250	–	–	0.02%	150
2025 Q2	$291K	Hold	8,250	–	–	0.02%	153
2025 Q1	$276K	Buy	+8,250	New	+$294K	0.02%	156
2024 Q3	–	Sell	-8,250	Closed	-$275K	–	529
2024 Q2	$275K	Buy	+8,250	New	+$278K	0.02%	169

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

Albion Financial Group's SDVY Position: Q2 2026 in Review

Albion Financial Group held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 8,250 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #151.

Albion Financial Group first reported a position in SDVY in Q2 2024 and has held it in 7 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Albion Financial Group held 8,250 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $356K as of Q2 2026.
Albion Financial Group 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 0.02% of Albion Financial Group's portfolio in Q2 2026, its #151 holding.
Albion Financial Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 7 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.