BWM
SDVY icon

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
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

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Commonwealth Equity Services
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
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

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

BAM Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 47% in Q2 2026, buying an estimated $1.09M and bringing the position to 81,659 shares worth $3.52M. The position accounts for 2.2% of the portfolio, ranked #12.

BAM Wealth Management first reported a position in SDVY in Q3 2025 and has held it in 4 quarters since. 352 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • BAM Wealth Management held 81,659 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.52M as of Q2 2026.
  • BAM Wealth Management bought 26,210 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.09M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 2.2% of BAM Wealth Management's portfolio in Q2 2026, its #12 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 4 quarters since.
  • 352 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.