Belpointe Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Belpointe Asset 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	$1.41M	Sell	32,585 -710	-2%	-$29.6K	0.05%	383
2026 Q1	$1.31M	Buy	33,295 +1,180	+4%	+$47.9K	0.05%	357
2025 Q4	$1.23M	Buy	32,115 +369	+1%	+$14K	0.04%	354
2025 Q3	$1.21M	Buy	31,746 +2,867	+10%	+$106K	0.05%	349
2025 Q2	$1.02M	Buy	28,879 +1,835	+7%	+$61.6K	0.04%	349
2025 Q1	$906K	Sell	27,044 -2,068	-7%	-$73.8K	0.05%	360
2024 Q4	$1.05M	Buy	29,112 +811	+3%	+$30.3K	0.06%	303
2024 Q3	$1.03M	Sell	28,301 -2,161	-7%	-$75.4K	0.06%	303
2024 Q2	$1.02M	Buy	+30,462	New	+$1.03M	0.07%	269

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

Belpointe Asset Management's SDVY Position: Q2 2026 in Review

Belpointe Asset Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.1% in Q2 2026, selling an estimated $29.6K and leaving 32,585 shares worth $1.41M. The position accounts for 0.05% of the portfolio, ranked #383.

Belpointe Asset Management 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.

Belpointe Asset Management held 32,585 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.41M as of Q2 2026.
Belpointe Asset Management sold 710 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $29.6K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.05% of Belpointe Asset Management's portfolio in Q2 2026, its #383 holding.
Belpointe Asset Management 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 Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.