Bright Financial Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bright Financial 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	$7.91M	Buy	183,315 +1,087	+0.6%	+$45.4K	3.31%	9
2026 Q1	$7.19M	Buy	182,228 +25,322	+16%	+$1.03M	3.29%	11
2025 Q4	$6.01M	Buy	156,906 +25,806	+20%	+$980K	2.84%	11
2025 Q3	$4.98M	Buy	131,100 +3,019	+2%	+$112K	2.44%	12
2025 Q2	$4.52M	Buy	128,081 +2,940	+2%	+$98.6K	2.51%	12
2025 Q1	$4.19M	Buy	125,141 +12,012	+11%	+$429K	2.57%	11
2024 Q4	$4.06M	Buy	113,129 +39,920	+55%	+$1.49M	2.55%	11
2024 Q3	$2.66M	Buy	73,209 +25,815	+54%	+$901K	1.69%	18
2024 Q2	$1.58M	Buy	47,394 +18,799	+66%	+$633K	1.12%	21
2024 Q1	$946K	Buy	+28,595	New	+$934K	0.71%	22

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

Bright Financial Advisors's SDVY Position: Q2 2026 in Review

Bright Financial Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.6% in Q2 2026, buying an estimated $45.4K and bringing the position to 183,315 shares worth $7.91M. The position accounts for 3.31% of the portfolio, ranked #9.

Bright Financial Advisors first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Bright Financial Advisors held 183,315 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $7.91M as of Q2 2026.
Bright Financial Advisors bought 1,087 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $45.4K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 3.31% of Bright Financial Advisors's portfolio in Q2 2026, its #9 holding.
Bright Financial Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.