AWM
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Avior Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Avior Wealth Management’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 		$973K Buy
22,543
+25
+0.1% +$1.04K 0.03% 366
2026
Q1 		$888K Buy
22,518
+1,123
+5% +$45.6K 0.03% 386
2025
Q4 		$820K Sell
21,395
-3,635
-15% -$138K 0.03% 342
2025
Q3 		$952K Buy
25,030
+84
+0.3% +$3.12K 0.03% 311
2025
Q2 		$880K Buy
24,946
+3,855
+18% +$129K 0.03% 316
2025
Q1 		$707K Buy
21,091
+80
+0.4% +$2.85K 0.03% 328
2024
Q4 		$753K Buy
21,011
+224
+1% +$8.38K 0.03% 346
2024
Q3 		$756K Sell
20,787
-4,567
-18% -$159K 0.03% 347
2024
Q2 		$846K Buy
25,354
+127
+0.5% +$4.28K 0.04% 310
2024
Q1 		$878K Buy
25,227
+7,649
+44% +$250K 0.04% 314
2023
Q4 		$576K Hold
17,578
– – 0.03% 311
2023
Q3 		$496K Buy
17,578
+51
+0.3% +$1.49K 0.03% 332
2023
Q2 		$496K Sell
17,527
-231
-1% -$6.13K 0.03% 339
2023
Q1 		$473K Buy
17,758
+132
+0.7% +$3.66K 0.03% 359
2022
Q4 		$459K Buy
17,626
+1,000
+6% +$26K 0.03% 322
2022
Q3 		$384K Buy
16,626
+580
+4% +$14.8K 0.03% 329
2022
Q2 		$383K Buy
16,046
+135
+0.8% +$3.54K 0.04% 302
2022
Q1 		$443K Buy
15,911
+1,061
+7% +$30.6K 0.04% 320
2021
Q4 		$450K Buy
14,850
+8,850
+148% +$263K 0.04% 342
2021
Q3 		$169K Buy
+6,000
New +$174K 0.01% 436

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

Avior Wealth Management's SDVY Position: Q2 2026 in Review

Avior Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.11% in Q2 2026, buying an estimated $1.04K and bringing the position to 22,543 shares worth $973K. The position accounts for 0.03% of the portfolio, ranked #366.

Avior Wealth Management first reported a position in SDVY in Q3 2021 and has held it in 20 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Avior Wealth Management held 22,543 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $973K as of Q2 2026.
  • Avior Wealth Management bought 25 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.04K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #366 holding.
  • Avior Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2021 and has held it in 20 quarters since.
  • 580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.