ARWA LLC’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

ARWA LLC’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 Q3	$404K	Buy	+9,767	New	+$422K	0.15%	115

Other funds holding SDVY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return

ARWA LLC's SDVY Position: Q3 2026 in Review

ARWA LLC opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2026: 9,767 shares worth $404K. The stake represents 0.15% of the portfolio and ranks #115 among its holdings.

351 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

ARWA LLC held 9,767 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $404K as of Q3 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new ARWA LLC position in Q3 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.15% of ARWA LLC's portfolio in Q3 2026, its #115 holding.
351 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on ARWA LLC's 13F filing for Q3 2026, filed 21 Oct 2026.