CacheTech Inc’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

CacheTech Inc’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	$272K	Hold	6,310	–	–	0.04%	147
2026 Q1	$249K	Hold	6,310	–	–	0.05%	151
2025 Q4	$242K	Hold	6,310	–	–	0.04%	192
2025 Q3	$240K	Hold	6,310	–	–	0.05%	165
2025 Q2	$223K	Hold	6,310	–	–	0.04%	164
2025 Q1	$211K	Hold	6,310	–	–	0.04%	134
2024 Q4	$226K	Buy	+6,310	New	+$236K	0.04%	113

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

CacheTech Inc's SDVY Position: Q2 2026 in Review

CacheTech Inc held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 6,310 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #147.

CacheTech Inc first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

CacheTech Inc held 6,310 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $272K as of Q2 2026.
CacheTech Inc left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.04% of CacheTech Inc's portfolio in Q2 2026, its #147 holding.
CacheTech Inc first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on CacheTech Inc's 13F filing for Q2 2026, filed 11 Aug 2026.