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Cedrus Wealth Group LLC’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Cedrus Wealth Group LLC’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 		$620K Sell
14,377
-673
-4% -$28.1K 0.54% 30
2026
Q1 		$593K Buy
15,050
+2,282
+18% +$92.7K 0.66% 35
2025
Q4 		$489K Buy
+12,768
New +$485K 0.45% 36

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Cedrus Wealth Group LLC's SDVY Position: Q2 2026 in Review

Cedrus Wealth Group LLC reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4.5% in Q2 2026, selling an estimated $28.1K and leaving 14,377 shares worth $620K. The position accounts for 0.54% of the portfolio, ranked #30.

Cedrus Wealth Group LLC first reported a position in SDVY in Q4 2025 and has held it in 3 quarters since. 573 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Cedrus Wealth Group LLC held 14,377 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $620K as of Q2 2026.
  • Cedrus Wealth Group LLC sold 673 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $28.1K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.54% of Cedrus Wealth Group LLC's portfolio in Q2 2026, its #30 holding.
  • Cedrus Wealth Group LLC first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • 573 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Cedrus Wealth Group LLC's 13F filing for Q2 2026, filed 30 Jul 2026.