Collaborative Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Collaborative Wealth Management’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	$311K	Sell	7,217 -1,062	-13%	-$44.3K	0.13%	121
2026 Q1	$326K	Sell	8,279 -28,754	-78%	-$1.17M	0.15%	112
2025 Q4	$1.42M	Sell	37,033 -339	-0.9%	-$12.9K	0.5%	45
2025 Q3	$1.42M	Buy	37,372 +1,935	+5%	+$71.8K	0.57%	40
2025 Q2	$1.25M	Buy	35,437 +1,252	+4%	+$42K	0.55%	40
2025 Q1	$1.15M	Buy	34,185 +15,050	+79%	+$537K	0.54%	42
2024 Q4	$686K	Buy	19,135 +2,829	+17%	+$106K	0.31%	67
2024 Q3	$593K	Buy	16,306 +970	+6%	+$33.9K	0.27%	84
2024 Q2	$512K	Buy	15,336 +846	+6%	+$28.5K	0.25%	92
2024 Q1	$505K	Buy	+14,490	New	+$473K	0.25%	90

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

Collaborative Wealth Management's SDVY Position: Q2 2026 in Review

Collaborative Wealth Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 13% in Q2 2026, selling an estimated $44.3K and leaving 7,217 shares worth $311K. The position accounts for 0.13% of the portfolio, ranked #121.

Collaborative Wealth Management first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.42M in Q3 2025. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Collaborative Wealth Management held 7,217 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $311K as of Q2 2026.
Collaborative Wealth Management sold 1,062 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $44.3K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.13% of Collaborative Wealth Management's portfolio in Q2 2026, its #121 holding.
Collaborative Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
Collaborative Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.42M in Q3 2025.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.