Beacon Financial Advisory’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Beacon Financial Advisory’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	$2.56M	Buy	59,391 +15,423	+35%	+$644K	0.5%	39
2026 Q1	$1.73M	Buy	43,968 +3,179	+8%	+$129K	0.39%	56
2025 Q4	$1.56M	Sell	40,789 -116	-0.3%	-$4.4K	0.36%	63
2025 Q3	$1.56M	Sell	40,905 -12,251	-23%	-$454K	0.36%	63
2025 Q2	$1.88M	Buy	53,156 +11,060	+26%	+$371K	0.49%	41
2025 Q1	$1.41M	Buy	42,096 +16,197	+63%	+$578K	0.43%	50
2024 Q4	$928K	Buy	25,899 +10,091	+64%	+$378K	0.3%	92
2024 Q3	$575K	Buy	15,808 +1,431	+10%	+$50K	0.2%	139
2024 Q2	$480K	Buy	+14,377	New	+$484K	0.18%	149

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

Beacon Financial Advisory's SDVY Position: Q2 2026 in Review

Beacon Financial Advisory increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 35% in Q2 2026, buying an estimated $644K and bringing the position to 59,391 shares worth $2.56M. The position accounts for 0.5% of the portfolio, ranked #39.

Beacon Financial Advisory first reported a position in SDVY in Q2 2024 and has held it in 9 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Beacon Financial Advisory held 59,391 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.56M as of Q2 2026.
Beacon Financial Advisory bought 15,423 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $644K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.5% of Beacon Financial Advisory's portfolio in Q2 2026, its #39 holding.
Beacon Financial Advisory first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.