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

Basepoint Wealth’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 		– Sell
-137
Closed -$5.42K – 693
2026
Q1 		$5.42K Buy
+137
New +$5.56K ﹤0.01% 477

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Basepoint Wealth's SDVY Position: Q2 2026 in Review

Basepoint Wealth sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026, closing a stake of 137 shares — an estimated $5.42K sold.

Basepoint Wealth first reported a position in SDVY in Q1 2026 and held it in 1 quarter. The position peaked at $5.42K in Q1 2026. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Basepoint Wealth reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
  • Basepoint Wealth sold 137 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $5.42K.
  • Basepoint Wealth first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2026 and held it in 1 quarter.
  • Basepoint Wealth's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $5.42K in Q1 2026.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.