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

Atlas 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	$3.13M	Sell	72,461 -2	-0%	-$83	0.45%	63
2026 Q1	$2.86M	Buy	72,463 +1,235	+2%	+$50.2K	0.86%	38
2025 Q4	$2.73M	Buy	71,228 +1,433	+2%	+$54.4K	0.83%	39
2025 Q3	$2.65M	Buy	69,795 +1,924	+3%	+$71.4K	0.86%	35
2025 Q2	$2.44M	Sell	67,871 -17,792	-21%	-$597K	0.89%	33
2025 Q1	$2.87M	Buy	85,663 +4,154	+5%	+$148K	1.12%	27
2024 Q4	$2.92M	Buy	81,509 +6,433	+9%	+$241K	1.11%	28
2024 Q3	$2.73M	Sell	75,076 -42,306	-36%	-$1.48M	1.18%	21
2024 Q2	$3.89M	Buy	117,382 +68,789	+142%	+$2.32M	0.46%	53
2024 Q1	$1.69M	Buy	48,593 +9,686	+25%	+$316K	0.83%	24
2023 Q4	$1.1M	Hold	38,907	–	–	0.6%	27
2023 Q3	$1.1M	Sell	38,907 -157	-0.4%	-$4.58K	0.21%	70
2023 Q2	$1.16M	Sell	39,064 -3,071	-7%	-$81.5K	0.21%	72
2023 Q1	$1.12M	Sell	42,135 -183	-0.4%	-$5.08K	0.22%	73
2022 Q4	$1.1M	Buy	+42,318	New	+$1.1M	0.3%	52

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

Atlas Wealth's SDVY Position: Q2 2026 in Review

Atlas Wealth reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0% in Q2 2026, selling an estimated $83 and leaving 72,461 shares worth $3.13M. The position accounts for 0.45% of the portfolio, ranked #63.

Atlas Wealth first reported a position in SDVY in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.89M in Q2 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Atlas Wealth held 72,461 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.13M as of Q2 2026.
Atlas Wealth sold 2 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $83.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.45% of Atlas Wealth's portfolio in Q2 2026, its #63 holding.
Atlas Wealth first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2022 and has held it in 15 quarters since.
Atlas Wealth's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.89M in Q2 2024.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.