Certified Advisory Corp’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Certified Advisory Corp’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	$9.13M	Sell	211,593 -3,781	-2%	-$158K	0.74%	41
2026 Q1	$8.49M	Buy	215,374 +2,097	+1%	+$85.2K	0.76%	41
2025 Q4	$8.17M	Buy	213,277 +3,491	+2%	+$133K	0.74%	41
2025 Q3	$7.98M	Buy	209,786 +4,391	+2%	+$163K	0.76%	44
2025 Q2	$7.25M	Buy	205,395 +4,005	+2%	+$134K	0.75%	43
2025 Q1	$6.75M	Buy	201,390 +11,641	+6%	+$415K	0.76%	40
2024 Q4	$6.8M	Buy	189,749 +17,340	+10%	+$649K	0.74%	44
2024 Q3	$6.27M	Buy	+172,409	New	+$6.02M	0.69%	45

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

Certified Advisory Corp's SDVY Position: Q2 2026 in Review

Certified Advisory Corp reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.8% in Q2 2026, selling an estimated $158K and leaving 211,593 shares worth $9.13M. The position accounts for 0.74% of the portfolio, ranked #41.

Certified Advisory Corp first reported a position in SDVY in Q3 2024 and has held it in 8 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Certified Advisory Corp held 211,593 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $9.13M as of Q2 2026.
Certified Advisory Corp sold 3,781 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $158K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.74% of Certified Advisory Corp's portfolio in Q2 2026, its #41 holding.
Certified Advisory Corp first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.