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

BAM 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 Q3	$3.69M	Buy	90,914 +9,255	+11%	+$400K	2%	13
2026 Q2	$3.52M	Buy	81,659 +26,210	+47%	+$1.09M	2.2%	12
2026 Q1	$2.19M	Buy	55,449 +15,843	+40%	+$643K	1.64%	13
2025 Q4	$1.52M	Buy	39,606 +26,101	+193%	+$991K	1.1%	17
2025 Q3	$513K	Buy	+13,505	New	+$501K	0.4%	68

Other funds holding SDVY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return

BAM Wealth Management's SDVY Position: Q3 2026 in Review

BAM Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 11% in Q3 2026, buying an estimated $400K and bringing the position to 90,914 shares worth $3.69M. The position accounts for 2% of the portfolio, ranked #13.

BAM Wealth Management first reported a position in SDVY in Q3 2025 and has held it in 5 quarters since. 351 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

BAM Wealth Management held 90,914 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.69M as of Q3 2026.
BAM Wealth Management bought 9,255 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $400K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 2% of BAM Wealth Management's portfolio in Q3 2026, its #13 holding.
BAM Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2025 and has held it in 5 quarters since.
351 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.