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Blom & Howell Financial Planning’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Blom & Howell Financial Planning’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 		$1.48M Buy
34,416
+3,324
+11% +$139K 1.24% 18
2026
Q1 		$1.23M Buy
+31,092
New +$1.26M 1.2% 18

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

Blom & Howell Financial Planning's SDVY Position: Q2 2026 in Review

Blom & Howell Financial Planning increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 11% in Q2 2026, buying an estimated $139K and bringing the position to 34,416 shares worth $1.48M. The position accounts for 1.24% of the portfolio, ranked #18.

Blom & Howell Financial Planning first reported a position in SDVY in Q1 2026 and has held it in 2 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Blom & Howell Financial Planning held 34,416 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.48M as of Q2 2026.
  • Blom & Howell Financial Planning bought 3,324 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $139K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 1.24% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #18 holding.
  • Blom & Howell Financial Planning first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2026 and has held it in 2 quarters since.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.