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

ARS Wealth Advisors Group’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	$291K	Buy	6,754 +1	+0%	+$42	0.02%	185
2026 Q1	$266K	Buy	6,753 +1	+0%	+$41	0.02%	179
2025 Q4	$259K	Sell	6,752 -198	-3%	-$7.52K	0.02%	165
2025 Q3	$264K	Sell	6,950 -26	-0.4%	-$964	0.03%	157
2025 Q2	$246K	Buy	6,976 +24	+0.3%	+$805	0.03%	160
2025 Q1	$233K	Sell	6,952 -1,566	-18%	-$55.9K	0.03%	142
2024 Q4	$305K	Buy	+8,518	New	+$319K	0.04%	120

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

ARS Wealth Advisors Group's SDVY Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.01% in Q2 2026, buying an estimated $42 and bringing the position to 6,754 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #185.

ARS Wealth Advisors Group first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $305K in Q4 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

ARS Wealth Advisors Group held 6,754 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $291K as of Q2 2026.
ARS Wealth Advisors Group bought 1 First Trust SMID Cap Rising Dividend Achievers ETF share in Q2 2026, an estimated $42.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #185 holding.
ARS Wealth Advisors Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
ARS Wealth Advisors Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $305K in Q4 2024.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.