Boyer Financial Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Boyer Financial Services’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 Q3	$4.44M	Buy	109,463 +1,825	+2%	+$78.8K	3.55%	10
2026 Q2	$4.65M	Buy	107,638 +10,687	+11%	+$446K	3.92%	8
2026 Q1	$3.82M	Buy	96,951 +1,045	+1%	+$42.4K	4.05%	8
2025 Q4	$3.71M	Buy	+95,906	New	+$3.64M	3.94%	10

Other funds holding SDVY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Boyer Financial Services's SDVY Position: Q3 2026 in Review

Boyer Financial Services increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.7% in Q3 2026, buying an estimated $78.8K and bringing the position to 109,463 shares worth $4.44M. The position accounts for 3.55% of the portfolio, ranked #10.

Boyer Financial Services first reported a position in SDVY in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.65M in Q2 2026. 329 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Boyer Financial Services held 109,463 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $4.44M as of Q3 2026.
Boyer Financial Services bought 1,825 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $78.8K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 3.55% of Boyer Financial Services's portfolio in Q3 2026, its #10 holding.
Boyer Financial Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 4 quarters since.
Boyer Financial Services's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $4.65M in Q2 2026.
329 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Boyer Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.