Calton & Associates’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Calton & Associates’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	$2.83M	Sell	65,600 -6,393	-9%	-$267K	0.41%	55
2026 Q1	$2.84M	Sell	71,993 -4,601	-6%	-$187K	0.41%	59
2025 Q4	$2.94M	Buy	76,594 +283	+0.4%	+$10.7K	0.43%	54
2025 Q3	$2.9M	Buy	76,311 +4,174	+6%	+$155K	0.44%	49
2025 Q2	$2.54M	Buy	72,137 +59,387	+466%	+$1.99M	0.44%	52
2025 Q1	$427K	Buy	12,750 +6,409	+101%	+$229K	0.1%	189
2024 Q4	$227K	Buy	+6,341	New	+$237K	0.1%	175
2024 Q3	–	Sell	-6,341	Closed	-$212K	–	270
2024 Q2	$212K	Buy	+6,341	New	+$214K	0.11%	174
2022 Q2	–	Sell	-7,570	Closed	-$210K	–	336
2022 Q1	$210K	Buy	+7,570	New	+$219K	0.06%	322

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

Calton & Associates's SDVY Position: Q2 2026 in Review

Calton & Associates reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 8.9% in Q2 2026, selling an estimated $267K and leaving 65,600 shares worth $2.83M. The position accounts for 0.41% of the portfolio, ranked #55.

Calton & Associates first reported a position in SDVY in Q1 2022 and has held it in 9 quarters since. The position peaked at $2.94M in Q4 2025. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Calton & Associates held 65,600 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.83M as of Q2 2026.
Calton & Associates sold 6,393 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $267K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.41% of Calton & Associates's portfolio in Q2 2026, its #55 holding.
Calton & Associates first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 9 quarters since.
Calton & Associates's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.94M in Q4 2025.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.