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COMPASS FINANCIAL MANAGEMENT LLC’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 		$2.43M Buy
+56,189
New +$2.34M 0.29% 91

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SDVY Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 56,189 shares worth $2.43M. The stake represents 0.29% of the portfolio and ranks #91 among its holdings.

460 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 56,189 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.43M as of Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.29% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #91 holding.
  • 460 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.