Ausdal Financial Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Ausdal Financial Partners’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	$1.4M	Sell	32,371 -1,260	-4%	-$52.6K	0.05%	320
2026 Q1	$1.33M	Sell	33,631 -829	-2%	-$33.7K	0.06%	306
2025 Q4	$1.32M	Buy	34,460 +211	+0.6%	+$8.01K	0.06%	298
2025 Q3	$1.3M	Buy	34,249 +7,803	+30%	+$289K	0.06%	302
2025 Q2	$933K	Buy	26,446 +186	+0.7%	+$6.24K	0.06%	275
2025 Q1	$880K	Buy	+26,260	New	+$937K	0.07%	265

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

Ausdal Financial Partners's SDVY Position: Q2 2026 in Review

Ausdal Financial Partners reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.7% in Q2 2026, selling an estimated $52.6K and leaving 32,371 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #320.

Ausdal Financial Partners first reported a position in SDVY in Q1 2025 and has held it in 6 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Ausdal Financial Partners held 32,371 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.4M as of Q2 2026.
Ausdal Financial Partners sold 1,260 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $52.6K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.05% of Ausdal Financial Partners's portfolio in Q2 2026, its #320 holding.
Ausdal Financial Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.