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 Q3	$1.56M	Sell	37,731 -736	-2%	-$31.8K	0.77%	25
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

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

SCFS

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

WWA

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return

Ballew Advisors's SDVY Position: Q3 2026 in Review

Ballew Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.9% in Q3 2026, selling an estimated $31.8K and leaving 37,731 shares worth $1.56M. The position accounts for 0.77% of the portfolio, ranked #25.

Ballew Advisors first reported a position in SDVY in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.66M in Q2 2026. 29 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Ballew Advisors held 37,731 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.56M as of Q3 2026.
Ballew Advisors sold 736 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $31.8K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.77% of Ballew Advisors's portfolio in Q3 2026, its #25 holding.
Ballew Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 9 quarters since.
Ballew Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.66M in Q2 2026.
29 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Ballew Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.