Ameliora Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Ameliora Wealth Management’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	$7.66M	Buy	177,466 +2,072	+1%	+$86.5K	2.27%	12
2026 Q1	$6.92M	Buy	175,394 +173,319	+8,353%	+$7.04M	2.2%	11
2025 Q4	$79.5K	Buy	2,075 +830	+67%	+$31.5K	0.02%	138
2025 Q3	$47.3K	Buy	1,245 +875	+236%	+$32.5K	0.02%	150
2025 Q2	$13.1K	Hold	370	–	–	﹤0.01%	193
2025 Q1	$12.4K	Buy	+370	New	+$13.2K	﹤0.01%	209

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

Ameliora Wealth Management's SDVY Position: Q2 2026 in Review

Ameliora Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.2% in Q2 2026, buying an estimated $86.5K and bringing the position to 177,466 shares worth $7.66M. The position accounts for 2.27% of the portfolio, ranked #12.

Ameliora Wealth Management first reported a position in SDVY in Q1 2025 and has held it in 6 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Ameliora Wealth Management held 177,466 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $7.66M as of Q2 2026.
Ameliora Wealth Management bought 2,072 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $86.5K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 2.27% of Ameliora Wealth Management's portfolio in Q2 2026, its #12 holding.
Ameliora Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.