Arkadios Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Arkadios Wealth 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	$18.8M	Sell	435,309 -426,419	-49%	-$17.8M	0.28%	74
2026 Q1	$34M	Buy	861,728 +566,039	+191%	+$23M	0.55%	33
2025 Q4	$11.3M	Buy	295,689 +9,283	+3%	+$352K	0.22%	97
2025 Q3	$10.9M	Buy	286,406 +18,958	+7%	+$703K	0.26%	77
2025 Q2	$9.44M	Buy	267,448 +26,101	+11%	+$876K	0.28%	66
2025 Q1	$8.09M	Buy	241,347 +64,058	+36%	+$2.29M	0.31%	60
2024 Q4	$6.36M	Buy	177,289 +40,095	+29%	+$1.5M	0.35%	58
2024 Q3	$4.99M	Buy	137,194 +66,805	+95%	+$2.33M	0.28%	74
2024 Q2	$2.35M	Buy	70,389 +1,772	+3%	+$59.7K	0.16%	140
2024 Q1	$2.39M	Buy	68,617 +16,033	+30%	+$523K	0.19%	126
2023 Q4	$1.72M	Sell	52,584 -4,134	-7%	-$121K	0.15%	147
2023 Q3	$1.6M	Buy	56,718 +12,438	+28%	+$363K	0.15%	150
2023 Q2	$1.25M	Buy	44,280 +4,677	+12%	+$124K	0.15%	156
2023 Q1	$1.06M	Buy	39,603 +30,909	+356%	+$857K	0.13%	175
2022 Q4	$226K	Sell	8,694 -19,928	-70%	-$517K	0.03%	482
2022 Q3	$662K	Buy	28,622 +6,158	+27%	+$157K	0.1%	218
2022 Q2	$536K	Buy	+22,464	New	+$588K	0.08%	265

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

Arkadios Wealth Advisors's SDVY Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 49% in Q2 2026, selling an estimated $17.8M and leaving 435,309 shares worth $18.8M. The position accounts for 0.28% of the portfolio, ranked #74.

Arkadios Wealth Advisors first reported a position in SDVY in Q2 2022 and has held it in 17 quarters since. The position peaked at $34M in Q1 2026. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Arkadios Wealth Advisors held 435,309 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $18.8M as of Q2 2026.
Arkadios Wealth Advisors sold 426,419 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $17.8M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.28% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #74 holding.
Arkadios Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2022 and has held it in 17 quarters since.
Arkadios Wealth Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $34M in Q1 2026.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.