Arcadia Wealth Management (New York)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Arcadia Wealth Management (New York)’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	$3.15M	Buy	73,020 +1,658	+2%	+$69.2K	1.5%	16
2026 Q1	$2.81M	Buy	71,362 +3,957	+6%	+$161K	1.52%	17
2025 Q4	$2.58M	Buy	67,405 +4,015	+6%	+$152K	1.48%	17
2025 Q3	$2.41M	Buy	63,390 +8,141	+15%	+$302K	1.46%	17
2025 Q2	$1.95M	Buy	55,249 +13,806	+33%	+$463K	1.33%	19
2025 Q1	$1.39M	Buy	41,443 +12,379	+43%	+$442K	1.08%	23
2024 Q4	$1.04M	Buy	+29,064	New	+$1.09M	0.89%	24

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

Arcadia Wealth Management (New York)'s SDVY Position: Q2 2026 in Review

Arcadia Wealth Management (New York) increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.3% in Q2 2026, buying an estimated $69.2K and bringing the position to 73,020 shares worth $3.15M. The position accounts for 1.5% of the portfolio, ranked #16.

Arcadia Wealth Management (New York) first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Arcadia Wealth Management (New York) held 73,020 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.15M as of Q2 2026.
Arcadia Wealth Management (New York) bought 1,658 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $69.2K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.5% of Arcadia Wealth Management (New York)'s portfolio in Q2 2026, its #16 holding.
Arcadia Wealth Management (New York) first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.