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

Bravera Wealth’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 		$6.77M Buy
156,888
+12,294
+9% +$513K 2.6% 7
2026
Q1 		$5.7M Buy
144,594
+19,069
+15% +$775K 2.57% 6
2025
Q4 		$4.81M Buy
+125,525
New +$4.77M 2.41% 8

Other funds holding SDVY

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Bravera Wealth's SDVY Position: Q2 2026 in Review

Bravera Wealth increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 8.5% in Q2 2026, buying an estimated $513K and bringing the position to 156,888 shares worth $6.77M. The position accounts for 2.6% of the portfolio, ranked #7.

Bravera Wealth first reported a position in SDVY in Q4 2025 and has held it in 3 quarters since. 182 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Bravera Wealth held 156,888 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $6.77M as of Q2 2026.
  • Bravera Wealth bought 12,294 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $513K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 2.6% of Bravera Wealth's portfolio in Q2 2026, its #7 holding.
  • Bravera Wealth first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • 182 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.