Ballew Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Ballew Advisors’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	$1.66M	Buy	38,467 +2,128	+6%	+$88.8K	0.86%	24
2026 Q1	$1.51M	Buy	36,339 +5,608	+18%	+$228K	0.85%	28
2025 Q4	$1.23M	Buy	30,731 +342	+1%	+$13K	0.69%	36
2025 Q3	$1.14M	Buy	30,389 +2,069	+7%	+$76.8K	0.64%	39
2025 Q2	$1.03M	Buy	28,320 +2,258	+9%	+$75.8K	0.61%	40
2025 Q1	$812K	Buy	26,062 +5,000	+24%	+$178K	0.54%	42
2024 Q4	$756K	Buy	21,062 +4,281	+26%	+$160K	0.48%	48
2024 Q3	$608K	Buy	+16,781	New	+$586K	0.41%	56

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

Ballew Advisors's SDVY Position: Q2 2026 in Review

Ballew Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.9% in Q2 2026, buying an estimated $88.8K and bringing the position to 38,467 shares worth $1.66M. The position accounts for 0.86% of the portfolio, ranked #24.

Ballew Advisors first reported a position in SDVY in Q3 2024 and has held it in 8 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Ballew Advisors held 38,467 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.66M as of Q2 2026.
Ballew Advisors bought 2,128 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $88.8K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.86% of Ballew Advisors's portfolio in Q2 2026, its #24 holding.
Ballew Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.