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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
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% -$19.9K 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

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Altus Wealth Group's SDVY Position: Q2 2026 in Review

Altus Wealth Group reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 44% in Q2 2026, selling an estimated $592K and leaving 18,309 shares worth $790K. The position accounts for 0.29% of the portfolio, ranked #68.

Altus Wealth Group first reported a position in SDVY in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.12M in Q3 2024. 95 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Altus Wealth Group held 18,309 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $790K as of Q2 2026.
  • Altus Wealth Group sold 14,180 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $592K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.29% of Altus Wealth Group's portfolio in Q2 2026, its #68 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 23 quarters since.
  • Altus Wealth Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.12M in Q3 2024.
  • 95 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.