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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
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

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM

Boyer Financial Services's SDVY Position: Q2 2026 in Review

Boyer Financial Services increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 11% in Q2 2026, buying an estimated $446K and bringing the position to 107,638 shares worth $4.65M. The position accounts for 3.92% of the portfolio, ranked #8.

Boyer Financial Services first reported a position in SDVY in Q4 2025 and has held it in 3 quarters since. 353 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Boyer Financial Services held 107,638 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $4.65M as of Q2 2026.
  • Boyer Financial Services bought 10,687 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $446K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 3.92% of Boyer Financial Services's portfolio in Q2 2026, its #8 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 3 quarters since.
  • 353 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Boyer Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.