Arkos Global Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Arkos Global 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	$2.44M	Buy	56,537 +2,393	+4%	+$99.8K	0.29%	32
2026 Q1	$2.13M	Buy	54,144 +4,900	+10%	+$199K	0.27%	32
2025 Q4	$1.89M	Buy	49,244 +2,768	+6%	+$105K	0.24%	33
2025 Q3	$1.77M	Buy	46,476 +6,286	+16%	+$233K	0.23%	38
2025 Q2	$1.42M	Buy	40,190 +2,776	+7%	+$93.1K	0.2%	35
2025 Q1	$1.25M	Buy	37,414 +2,237	+6%	+$79.8K	0.18%	35
2024 Q4	$1.26M	Buy	35,177 +1,408	+4%	+$52.7K	0.18%	39
2024 Q3	$1.23M	Buy	33,769 +5,921	+21%	+$207K	0.18%	40
2024 Q2	$930K	Buy	27,848 +1,520	+6%	+$51.2K	0.15%	44
2024 Q1	$917K	Buy	26,328 +10,991	+72%	+$359K	0.15%	43
2023 Q4	$503K	Buy	+15,337	New	+$448K	0.09%	57

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

Arkos Global Advisors's SDVY Position: Q2 2026 in Review

Arkos Global Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4.4% in Q2 2026, buying an estimated $99.8K and bringing the position to 56,537 shares worth $2.44M. The position accounts for 0.29% of the portfolio, ranked #32.

Arkos Global Advisors first reported a position in SDVY in Q4 2023 and has held it in 11 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Arkos Global Advisors held 56,537 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.44M as of Q2 2026.
Arkos Global Advisors bought 2,393 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $99.8K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.29% of Arkos Global Advisors's portfolio in Q2 2026, its #32 holding.
Arkos Global Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Arkos Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.