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

Balboa Wealth 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	$219K	Sell	5,077 -1,598	-24%	-$66.7K	0.03%	421
2026 Q1	$263K	Sell	6,675 -1,033	-13%	-$42K	0.04%	336
2025 Q4	$295K	Buy	7,708 +133	+2%	+$5.05K	0.05%	296
2025 Q3	$288K	Hold	7,575	–	–	0.05%	276
2025 Q2	$267K	Sell	7,575 -1,765	-19%	-$59.2K	0.05%	274
2025 Q1	$313K	Sell	9,340 -2,133	-19%	-$76.1K	0.08%	192
2024 Q4	$411K	Buy	+11,473	New	+$429K	0.09%	162

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

Balboa Wealth Partners's SDVY Position: Q2 2026 in Review

Balboa Wealth Partners reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 24% in Q2 2026, selling an estimated $66.7K and leaving 5,077 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #421.

Balboa Wealth Partners first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $411K in Q4 2024. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Balboa Wealth Partners held 5,077 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $219K as of Q2 2026.
Balboa Wealth Partners sold 1,598 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $66.7K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #421 holding.
Balboa Wealth Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Balboa Wealth Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $411K in Q4 2024.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.