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

Capital Advantage’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	$3.75M	Buy	86,871 +5,099	+6%	+$213K	0.46%	38
2026 Q1	$3.22M	Buy	81,772 +4,540	+6%	+$184K	0.42%	40
2025 Q4	$2.96M	Buy	77,232 +22,276	+41%	+$846K	0.4%	41
2025 Q3	$2.09M	Buy	54,956 +10,710	+24%	+$397K	0.31%	46
2025 Q2	$1.56M	Buy	44,246 +2,888	+7%	+$96.9K	0.25%	48
2025 Q1	$1.48M	Hold	41,358	–	–	0.27%	44
2024 Q4	$1.48M	Buy	41,358 +5,244	+15%	+$196K	0.27%	44
2024 Q3	$1.31M	Buy	36,114 +13,113	+57%	+$458K	0.25%	38
2024 Q2	$755K	Buy	23,001 +5,655	+33%	+$190K	0.15%	40
2024 Q1	$596K	Buy	+17,346	New	+$566K	0.12%	42

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

Capital Advantage's SDVY Position: Q2 2026 in Review

Capital Advantage increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 6.2% in Q2 2026, buying an estimated $213K and bringing the position to 86,871 shares worth $3.75M. The position accounts for 0.46% of the portfolio, ranked #38.

Capital Advantage first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Capital Advantage held 86,871 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.75M as of Q2 2026.
Capital Advantage bought 5,099 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $213K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.46% of Capital Advantage's portfolio in Q2 2026, its #38 holding.
Capital Advantage first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.