BlueChip Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

BlueChip Wealth Advisors’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	$1.55M	Hold	35,859	–	–	0.59%	35
2026 Q1	$1.41M	Hold	35,859	–	–	0.62%	32
2025 Q4	$1.37M	Sell	35,859 -666	-2%	-$25.3K	0.58%	36
2025 Q3	$1.39M	Sell	36,525 -31,508	-46%	-$1.17M	0.59%	38
2025 Q2	$2.4M	Buy	68,033 +87	+0.1%	+$2.92K	1.07%	25
2025 Q1	$2.28M	Sell	67,946 -395	-0.6%	-$14.1K	1.12%	22
2024 Q4	$2.45M	Buy	68,341 +5,820	+9%	+$218K	1.36%	17
2024 Q3	$2.27M	Sell	62,521 -696	-1%	-$24.3K	1.19%	20
2024 Q2	$2.11M	Buy	63,217 +4,634	+8%	+$156K	1.24%	21
2024 Q1	$2.04M	Buy	58,583 +4,443	+8%	+$145K	1.32%	21
2023 Q4	$1.77M	Buy	+54,140	New	+$1.58M	1.24%	19

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

BlueChip Wealth Advisors's SDVY Position: Q2 2026 in Review

BlueChip Wealth Advisors held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 35,859 shares worth $1.55M. The position accounts for 0.59% of the portfolio, ranked #35.

BlueChip Wealth Advisors first reported a position in SDVY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.45M in Q4 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

BlueChip Wealth Advisors held 35,859 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.55M as of Q2 2026.
BlueChip Wealth Advisors 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 0.59% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #35 holding.
BlueChip Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
BlueChip Wealth Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.45M in Q4 2024.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.