Chris Bulman’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Chris Bulman’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	$7.33M	Buy	169,980 +31,288	+23%	+$1.31M	2.68%	8
2026 Q1	$5.47M	Buy	138,692 +27,022	+24%	+$1.1M	2.4%	9
2025 Q4	$4.28M	Buy	111,670 +19,587	+21%	+$744K	1.89%	14
2025 Q3	$3.5M	Buy	92,083 +32,163	+54%	+$1.19M	1.75%	14
2025 Q2	$2.11M	Buy	59,920 +4,422	+8%	+$148K	1.21%	21
2025 Q1	$1.86M	Buy	55,498 +22,576	+69%	+$805K	1.17%	25
2024 Q4	$1.18M	Buy	32,922 +17,978	+120%	+$673K	0.75%	35
2024 Q3	$544K	Buy	+14,944	New	+$522K	0.37%	58

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

Chris Bulman's SDVY Position: Q2 2026 in Review

Chris Bulman increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 23% in Q2 2026, buying an estimated $1.31M and bringing the position to 169,980 shares worth $7.33M. The position accounts for 2.68% of the portfolio, ranked #8.

Chris Bulman 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.

Chris Bulman held 169,980 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $7.33M as of Q2 2026.
Chris Bulman bought 31,288 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.31M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 2.68% of Chris Bulman's portfolio in Q2 2026, its #8 holding.
Chris Bulman 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 Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.