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

Axxcess 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	$13.5M	Buy	312,080 +14,973	+5%	+$625K	0.21%	100
2026 Q1	$11.7M	Buy	297,107 +30,924	+12%	+$1.26M	0.38%	63
2025 Q4	$10.2M	Buy	266,183 +248,685	+1,421%	+$9.44M	0.18%	117
2025 Q3	$665K	Sell	17,498 -282	-2%	-$10.5K	0.01%	550
2025 Q2	$627K	Sell	17,780 -2,050	-10%	-$68.8K	0.01%	534
2025 Q1	$664K	Sell	19,830 -6,318	-24%	-$225K	0.02%	487
2024 Q4	$937K	Buy	26,148 +19,964	+323%	+$747K	0.02%	413
2024 Q3	$225K	Sell	6,184 -348	-5%	-$12.1K	0.01%	806
2024 Q2	$218K	Sell	6,532 -79	-1%	-$2.66K	0.01%	765
2024 Q1	$230K	Buy	+6,611	New	+$216K	0.01%	761

Other funds holding SDVY

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

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

Axxcess Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5% in Q2 2026, buying an estimated $625K and bringing the position to 312,080 shares worth $13.5M. The position accounts for 0.21% of the portfolio, ranked #100.

Axxcess Wealth Management first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. 353 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Axxcess Wealth Management held 312,080 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $13.5M as of Q2 2026.
Axxcess Wealth Management bought 14,973 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $625K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.21% of Axxcess Wealth Management's portfolio in Q2 2026, its #100 holding.
Axxcess Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
353 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

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