American Financial Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

American Financial Advisors’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	$330K	Sell	7,639 -43	-0.6%	-$1.79K	0.04%	127
2026 Q1	$303K	Buy	7,682 +9	+0.1%	+$366	0.04%	125
2025 Q4	$294K	Buy	7,673 +23	+0.3%	+$873	0.04%	123
2025 Q3	$291K	Buy	7,650 +95	+1%	+$3.52K	0.04%	129
2025 Q2	$267K	Buy	7,555 +23	+0.3%	+$772	0.04%	133
2025 Q1	$252K	Buy	7,532 +32	+0.4%	+$1.14K	0.04%	124
2024 Q4	$269K	Buy	7,500 +145	+2%	+$5.43K	0.04%	122
2024 Q3	$268K	Buy	+7,355	New	+$257K	0.04%	122

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

American Financial Advisors's SDVY Position: Q2 2026 in Review

American Financial Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.56% in Q2 2026, selling an estimated $1.79K and leaving 7,639 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #127.

American Financial Advisors first reported a position in SDVY in Q3 2024 and has held it in 8 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

American Financial Advisors held 7,639 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $330K as of Q2 2026.
American Financial Advisors sold 43 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.79K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.04% of American Financial Advisors's portfolio in Q2 2026, its #127 holding.
American Financial Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.