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

Bernard 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	$3.19K	Hold	74	–	–	﹤0.01%	260
2026 Q1	$2.92K	Hold	74	–	–	﹤0.01%	270
2025 Q4	$2.84K	Hold	74	–	–	﹤0.01%	270
2025 Q3	$2.81K	Hold	74	–	–	﹤0.01%	256
2025 Q2	$2.61K	Buy	+74	New	+$2.48K	﹤0.01%	255

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

Bernard Wealth Management's SDVY Position: Q2 2026 in Review

Bernard Wealth Management held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 74 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Bernard Wealth Management first reported a position in SDVY in Q2 2025 and has held it in 5 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Bernard Wealth Management held 74 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.19K as of Q2 2026.
Bernard Wealth Management left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #260 holding.
Bernard 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.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.