Cannon Wealth Management Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Cannon Wealth Management Services’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	$513K	Sell	11,881 -2,869	-19%	-$120K	0.28%	52
2026 Q1	$582K	Buy	14,750 +3,773	+34%	+$153K	0.39%	43
2025 Q4	$421K	Buy	10,977 +2,475	+29%	+$94K	0.3%	51
2025 Q3	$323K	Buy	+8,502	New	+$315K	0.24%	64

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

Cannon Wealth Management Services's SDVY Position: Q2 2026 in Review

Cannon Wealth Management Services reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 19% in Q2 2026, selling an estimated $120K and leaving 11,881 shares worth $513K. The position accounts for 0.28% of the portfolio, ranked #52.

Cannon Wealth Management Services first reported a position in SDVY in Q3 2025 and has held it in 4 quarters since. The position peaked at $582K in Q1 2026. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Cannon Wealth Management Services held 11,881 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $513K as of Q2 2026.
Cannon Wealth Management Services sold 2,869 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $120K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.28% of Cannon Wealth Management Services's portfolio in Q2 2026, its #52 holding.
Cannon Wealth Management Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2025 and has held it in 4 quarters since.
Cannon Wealth Management Services's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $582K in Q1 2026.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Cannon Wealth Management Services's 13F filing for Q2 2026, filed 11 Aug 2026.