Clear Point Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Clear Point Advisors’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	$782K	Buy	18,121 +2	+0%	+$83	0.69%	36
2026 Q1	$714K	Buy	18,119 +398	+2%	+$16.2K	0.55%	39
2025 Q4	$679K	Buy	17,721 +4	+0%	+$152	0.53%	54
2025 Q3	$674K	Buy	17,717 +3	+0%	+$111	0.52%	58
2025 Q2	$625K	Sell	17,714 -157	-0.9%	-$5.27K	0.53%	56
2025 Q1	$599K	Sell	17,871 -31	-0.2%	-$1.11K	0.54%	54
2024 Q4	$642K	Buy	17,902 +6	+0%	+$225	0.55%	54
2024 Q3	$651K	Buy	17,896 +3	+0%	+$105	0.5%	52
2024 Q2	$597K	Buy	17,893 +6	+0%	+$202	0.49%	53
2024 Q1	$623K	Sell	17,887 -1,747	-9%	-$57K	0.51%	53
2023 Q4	$643K	Buy	+19,634	New	+$573K	0.57%	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

Clear Point Advisors's SDVY Position: Q2 2026 in Review

Clear Point Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.01% in Q2 2026, buying an estimated $83 and bringing the position to 18,121 shares worth $782K. The position accounts for 0.69% of the portfolio, ranked #36.

Clear Point Advisors first reported a position in SDVY in Q4 2023 and has held it in 11 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Clear Point Advisors held 18,121 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $782K as of Q2 2026.
Clear Point Advisors bought 2 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $83.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.69% of Clear Point Advisors's portfolio in Q2 2026, its #36 holding.
Clear Point Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.