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

Arista 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	$1.61M	Sell	37,284 -1,822	-5%	-$76K	0.17%	71
2026 Q1	$1.54M	Sell	39,106 -7,208	-16%	-$293K	0.19%	68
2025 Q4	$1.77M	Sell	46,314 -4,157	-8%	-$158K	0.22%	55
2025 Q3	$1.92M	Sell	50,471 -3,063	-6%	-$114K	0.24%	54
2025 Q2	$1.89M	Buy	+53,534	New	+$1.8M	0.26%	51

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

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

Arista Wealth Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4.7% in Q2 2026, selling an estimated $76K and leaving 37,284 shares worth $1.61M. The position accounts for 0.17% of the portfolio, ranked #71.

Arista Wealth Management first reported a position in SDVY in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.92M in Q3 2025. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Arista Wealth Management held 37,284 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.61M as of Q2 2026.
Arista Wealth Management sold 1,822 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $76K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.17% of Arista Wealth Management's portfolio in Q2 2026, its #71 holding.
Arista Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2025 and has held it in 5 quarters since.
Arista Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.92M in Q3 2025.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.