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

Apollon 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	$4.08M	Sell	94,501 -6,648	-7%	-$277K	0.05%	311
2026 Q1	$3.99M	Sell	101,149 -5,361	-5%	-$218K	0.06%	251
2025 Q4	$4.08M	Sell	106,510 -2,549	-2%	-$96.8K	0.07%	237
2025 Q3	$4.15M	Sell	109,059 -21,218	-16%	-$787K	0.07%	230
2025 Q2	$4.6M	Sell	130,277 -2,962	-2%	-$99.4K	0.09%	196
2025 Q1	$4.46M	Buy	133,239 +7,571	+6%	+$270K	0.1%	189
2024 Q4	$4.51M	Buy	125,668 +16,877	+16%	+$632K	0.1%	175
2024 Q3	$3.96M	Buy	108,791 +44,175	+68%	+$1.54M	0.11%	157
2024 Q2	$2.16M	Buy	64,616 +5,696	+10%	+$192K	0.07%	268
2024 Q1	$2.05M	Buy	58,920 +31,966	+119%	+$1.04M	0.06%	283
2023 Q4	$883K	Buy	+26,954	New	+$787K	0.03%	489

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

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

Apollon Wealth Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 6.6% in Q2 2026, selling an estimated $277K and leaving 94,501 shares worth $4.08M. The position accounts for 0.05% of the portfolio, ranked #311.

Apollon Wealth Management first reported a position in SDVY in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.6M in Q2 2025. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Apollon Wealth Management held 94,501 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $4.08M as of Q2 2026.
Apollon Wealth Management sold 6,648 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $277K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.05% of Apollon Wealth Management's portfolio in Q2 2026, its #311 holding.
Apollon Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
Apollon Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $4.6M in Q2 2025.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.