Ashton Thomas Private Wealth’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Ashton Thomas Private Wealth’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	$6.84M	Buy	158,489 +4,763	+3%	+$199K	0.14%	152
2026 Q1	$6.06M	Buy	153,726 +9,285	+6%	+$377K	0.14%	153
2025 Q4	$5.53M	Buy	144,441 +2,431	+2%	+$92.3K	0.13%	161
2025 Q3	$5.4M	Buy	142,010 +57,189	+67%	+$2.12M	0.14%	166
2025 Q2	$2.99M	Sell	84,821 -9,144	-10%	-$307K	0.11%	204
2025 Q1	$3.15M	Buy	93,965 +35,777	+61%	+$1.28M	0.12%	197
2024 Q4	$2.09M	Buy	58,188 +12,108	+26%	+$453K	0.08%	265
2024 Q3	$1.68M	Buy	46,080 +3,113	+7%	+$109K	0.09%	240
2024 Q2	$1.43M	Buy	42,967 +431	+1%	+$14.5K	0.08%	245
2024 Q1	$1.48M	Buy	42,536 +22,099	+108%	+$721K	0.08%	244
2023 Q4	$670K	Buy	+20,437	New	+$596K	0.04%	363

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

Ashton Thomas Private Wealth's SDVY Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.1% in Q2 2026, buying an estimated $199K and bringing the position to 158,489 shares worth $6.84M. The position accounts for 0.14% of the portfolio, ranked #152.

Ashton Thomas Private Wealth first reported a position in SDVY in Q4 2023 and has held it in 11 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Ashton Thomas Private Wealth held 158,489 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $6.84M as of Q2 2026.
Ashton Thomas Private Wealth bought 4,763 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $199K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.14% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #152 holding.
Ashton Thomas Private Wealth first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.