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Archer Investment Corporation’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Archer Investment Corporation’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 		$109K Sell
2,524
-477
-16% -$19.9K 0.02% 397
2026
Q1 		$118K Buy
3,001
+14
+0.5% +$569 0.03% 382
2025
Q4 		$114K Sell
2,987
-1,004
-25% -$38.1K 0.03% 356
2025
Q3 		$152K Buy
3,991
+2,517
+171% +$93.4K 0.03% 322
2025
Q2 		$52K Buy
+1,474
New +$49.5K 0.01% 469

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Archer Investment Corporation's SDVY Position: Q2 2026 in Review

Archer Investment Corporation reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 16% in Q2 2026, selling an estimated $19.9K and leaving 2,524 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #397.

Archer Investment Corporation first reported a position in SDVY in Q2 2025 and has held it in 5 quarters since. The position peaked at $152K in Q3 2025. 460 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Archer Investment Corporation held 2,524 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $109K as of Q2 2026.
  • Archer Investment Corporation sold 477 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $19.9K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of Archer Investment Corporation's portfolio in Q2 2026, its #397 holding.
  • Archer Investment Corporation first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2025 and has held it in 5 quarters since.
  • Archer Investment Corporation's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $152K in Q3 2025.
  • 460 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.