AWE
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Avidian Wealth Enterprises’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Avidian Wealth Enterprises’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 		$1.14M Sell
26,492
-822
-3% -$34.3K 0.03% 294
2026
Q1 		$1.08M Buy
27,314
+884
+3% +$35.9K 0.03% 282
2025
Q4 		$1.01M Buy
26,430
+213
+0.8% +$8.09K 0.04% 220
2025
Q3 		$997K Buy
26,217
+125
+0.5% +$4.64K 0.04% 223
2025
Q2 		$921K Buy
26,092
+11,034
+73% +$370K 0.04% 211
2025
Q1 		$504K Buy
15,058
+2
+0% +$71 0.02% 308
2024
Q4 		$540K Buy
15,056
+2
+0% +$75 0.02% 283
2024
Q3 		$548K Buy
15,054
+295
+2% +$10.3K 0.02% 281
2024
Q2 		$493K Sell
14,759
-3,096
-17% -$104K 0.02% 298
2024
Q1 		$622K Buy
17,855
+1,989
+13% +$64.9K 0.03% 234
2023
Q4 		$520K Buy
15,866
+722
+5% +$21.1K 0.03% 261
2023
Q3 		$428K Buy
+15,144
New +$442K 0.03% 278

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Avidian Wealth Enterprises's SDVY Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3% in Q2 2026, selling an estimated $34.3K and leaving 26,492 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #294.

Avidian Wealth Enterprises first reported a position in SDVY in Q3 2023 and has held it in 12 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Avidian Wealth Enterprises held 26,492 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.14M as of Q2 2026.
  • Avidian Wealth Enterprises sold 822 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $34.3K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #294 holding.
  • Avidian Wealth Enterprises first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2023 and has held it in 12 quarters since.
  • 579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.