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Brookstone Capital Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Brookstone Capital Management’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 		$5.88M Buy
136,217
+24,982
+22% +$1.04M 0.06% 304
2026
Q1 		$4.39M Buy
111,235
+17,660
+19% +$717K 0.05% 347
2025
Q4 		$3.59M Buy
93,575
+12,499
+15% +$475K 0.04% 352
2025
Q3 		$3.08M Buy
81,076
+15,554
+24% +$577K 0.04% 380
2025
Q2 		$2.31M Buy
65,522
+4,159
+7% +$140K 0.03% 398
2025
Q1 		$2.06M Buy
61,363
+20,690
+51% +$738K 0.03% 398
2024
Q4 		$1.46M Buy
40,673
+17,249
+74% +$645K 0.02% 434
2024
Q3 		$852K Buy
+23,424
New +$818K 0.01% 558
2024
Q1 		– Sell
-22,918
Closed -$751K – 952
2023
Q4 		$751K Buy
+22,918
New +$669K 0.01% 515

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Brookstone Capital Management's SDVY Position: Q2 2026 in Review

Brookstone Capital Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 22% in Q2 2026, buying an estimated $1.04M and bringing the position to 136,217 shares worth $5.88M. The position accounts for 0.06% of the portfolio, ranked #304.

Brookstone Capital Management first reported a position in SDVY in Q4 2023 and has held it in 9 quarters since. 106 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Brookstone Capital Management held 136,217 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $5.88M as of Q2 2026.
  • Brookstone Capital Management bought 24,982 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.04M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.06% of Brookstone Capital Management's portfolio in Q2 2026, its #304 holding.
  • Brookstone Capital Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 9 quarters since.
  • 106 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.