Allie Family Office’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Allie Family Office’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	$498K	Hold	11,545	–	–	0.19%	71
2026 Q1	$455K	Hold	11,545	–	–	0.2%	62
2025 Q4	$442K	Buy	11,545 +264	+2%	+$10K	0.21%	63
2025 Q3	$429K	Buy	+11,281	New	+$418K	0.2%	64

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

Allie Family Office's SDVY Position: Q2 2026 in Review

Allie Family Office held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 11,545 shares worth $498K. The position accounts for 0.19% of the portfolio, ranked #71.

Allie Family Office first reported a position in SDVY in Q3 2025 and has held it in 4 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Allie Family Office held 11,545 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $498K as of Q2 2026.
Allie Family Office 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 0.19% of Allie Family Office's portfolio in Q2 2026, its #71 holding.
Allie Family Office first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2025 and has held it in 4 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.