Barnes Pettey Financial Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Barnes Pettey Financial 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	$1.08M	Buy	24,990 +2,768	+12%	+$115K	0.34%	61
2026 Q1	$876K	Buy	22,222 +5,680	+34%	+$231K	0.38%	61
2025 Q4	$634K	Buy	16,542 +571	+4%	+$21.7K	0.31%	66
2025 Q3	$607K	Buy	15,971 +4,670	+41%	+$173K	0.33%	59
2025 Q2	$399K	Buy	11,301 +870	+8%	+$29.2K	0.27%	65
2025 Q1	$349K	Buy	10,431 +528	+5%	+$18.8K	0.27%	67
2024 Q4	$355K	Buy	+9,903	New	+$371K	0.27%	64
2024 Q1	–	Sell	-7,598	Closed	-$249K	–	101
2023 Q4	$249K	Buy	+7,598	New	+$222K	0.2%	83

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

Barnes Pettey Financial Advisors's SDVY Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 12% in Q2 2026, buying an estimated $115K and bringing the position to 24,990 shares worth $1.08M. The position accounts for 0.34% of the portfolio, ranked #61.

Barnes Pettey Financial Advisors first reported a position in SDVY in Q4 2023 and has held it in 8 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Barnes Pettey Financial Advisors held 24,990 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.08M as of Q2 2026.
Barnes Pettey Financial Advisors bought 2,768 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $115K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.34% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #61 holding.
Barnes Pettey Financial Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 8 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.