Altus Wealth Group
SDVY icon

Altus Wealth Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Altus Wealth 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
Q3 		$217K Sell
5,338
-12,971
-71% -$560K 0.08% 137
2026
Q2 		$790K Sell
18,309
-14,180
-44% -$592K 0.29% 68
2026
Q1 		$1.28M Sell
32,489
-3,803
-10% -$154K 0.52% 38
2025
Q4 		$1.39M Buy
36,292
+17
+0% +$645 0.56% 34
2025
Q3 		$1.38M Buy
36,275
+772
+2% +$28.6K 0.57% 36
2025
Q2 		$1.25M Buy
35,503
+211
+0.6% +$7.08K 0.55% 38
2025
Q1 		$1.18M Buy
35,292
+1,934
+6% +$69K 0.55% 38
2024
Q4 		$1.2M Sell
33,358
-24,895
-43% -$932K 0.53% 44
2024
Q3 		$2.12M Sell
58,253
-1,337
-2% -$46.7K 0.91% 29
2024
Q2 		$1.99M Sell
59,590
-948
-2% -$31.9K 1% 26
2024
Q1 		$2.11M Buy
60,538
+33,098
+121% +$1.08M 1.06% 24
2023
Q4 		$899K Buy
27,440
+1,722
+7% +$50.3K 0.5% 49
2023
Q3 		$726K Sell
25,718
-680
-3% -$19.8K 0.46% 55
2023
Q2 		$747K Sell
26,398
-63
-0.2% -$1.67K 0.46% 53
2023
Q1 		$705K Buy
26,461
+974
+4% +$27K 0.47% 53
2022
Q4 		$664K Sell
25,487
-2,601
-9% -$67.5K 0.5% 55
2022
Q3 		$794K Hold
28,088
– – 0.79% 34
2022
Q2 		$794K Buy
28,088
+42
+0.1% +$1.1K 0.79% 34
2022
Q1 		$782K Buy
28,046
+25
+0.1% +$722 0.64% 35
2021
Q4 		$849K Sell
28,021
-67
-0.2% -$2K 0.7% 33
2021
Q3 		$794K Sell
28,088
-513
-2% -$14.8K 0.79% 34
2021
Q2 		$832K Buy
28,601
+362
+1% +$10.7K 0.81% 31
2021
Q1 		$842K Buy
28,239
+2,917
+12% +$77.5K 0.84% 30
2020
Q4 		$601K Buy
+25,322
New +$551K 0.57% 35

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Altus Wealth Group's SDVY Position: Q3 2026 in Review

Altus Wealth Group reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 71% in Q3 2026, selling an estimated $560K and leaving 5,338 shares worth $217K. The position accounts for 0.08% of the portfolio, ranked #137.

Altus Wealth Group first reported a position in SDVY in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.12M in Q3 2024. 382 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

  • Altus Wealth Group held 5,338 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $217K as of Q3 2026.
  • Altus Wealth Group sold 12,971 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $560K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.08% of Altus Wealth Group's portfolio in Q3 2026, its #137 holding.
  • Altus Wealth Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2020 and has held it in 24 quarters since.
  • Altus Wealth Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.12M in Q3 2024.
  • 382 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.