Bennett Associates Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bennett Associates 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	$15.3M	Buy	354,958 +73,284	+26%	+$3.06M	9.47%	5
2026 Q1	$11.1M	Buy	281,674 +110,601	+65%	+$4.49M	7.49%	4
2025 Q4	$6.56M	Sell	171,073 -1,097	-0.6%	-$41.6K	4.54%	9
2025 Q3	$6.55M	Sell	172,170 -39,892	-19%	-$1.48M	4.75%	8
2025 Q2	$7.48M	Buy	+212,062	New	+$7.12M	5.75%	6

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

Bennett Associates Wealth Management's SDVY Position: Q2 2026 in Review

Bennett Associates Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 26% in Q2 2026, buying an estimated $3.06M and bringing the position to 354,958 shares worth $15.3M. The position accounts for 9.47% of the portfolio, ranked #5.

Bennett Associates Wealth Management first reported a position in SDVY in Q2 2025 and has held it in 5 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Bennett Associates Wealth Management held 354,958 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $15.3M as of Q2 2026.
Bennett Associates Wealth Management bought 73,284 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $3.06M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 9.47% of Bennett Associates Wealth Management's portfolio in Q2 2026, its #5 holding.
Bennett Associates Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2025 and has held it in 5 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.