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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return