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 Q3	$3.63M	Buy	89,480 +2,609	+3%	+$113K	0.44%	39
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Capital Advantage's SDVY Position: Q3 2026 in Review

Capital Advantage increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3% in Q3 2026, buying an estimated $113K and bringing the position to 89,480 shares worth $3.63M. The position accounts for 0.44% of the portfolio, ranked #39.

Capital Advantage first reported a position in SDVY in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.75M in Q2 2026. 165 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Capital Advantage held 89,480 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.63M as of Q3 2026.
Capital Advantage bought 2,609 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $113K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.44% of Capital Advantage's portfolio in Q3 2026, its #39 holding.
Capital Advantage first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 11 quarters since.
Capital Advantage's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.75M in Q2 2026.
165 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.