Commonwealth Financial Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Commonwealth Financial Services’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	$2.27M	Buy	52,664 +2,274	+5%	+$94.9K	0.31%	64
2026 Q1	$1.99M	Buy	50,390 +2,217	+5%	+$90K	0.31%	56
2025 Q4	$1.85M	Buy	48,173 +1,125	+2%	+$42.7K	0.3%	58
2025 Q3	$1.79M	Buy	47,048 +19,956	+74%	+$740K	0.31%	58
2025 Q2	$956K	Buy	27,092 +1,754	+7%	+$58.9K	0.18%	71
2025 Q1	$849K	Buy	25,338 +3,657	+17%	+$130K	0.17%	81
2024 Q4	$777K	Buy	21,681 +2,848	+15%	+$107K	0.15%	78
2024 Q3	$677K	Buy	18,833 +1,065	+6%	+$37.2K	0.13%	88
2024 Q2	$583K	Buy	+17,768	New	+$598K	0.12%	95

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

Commonwealth Financial Services's SDVY Position: Q2 2026 in Review

Commonwealth Financial Services increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4.5% in Q2 2026, buying an estimated $94.9K and bringing the position to 52,664 shares worth $2.27M. The position accounts for 0.31% of the portfolio, ranked #64.

Commonwealth Financial Services first reported a position in SDVY in Q2 2024 and has held it in 9 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Commonwealth Financial Services held 52,664 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.27M as of Q2 2026.
Commonwealth Financial Services bought 2,274 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $94.9K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.31% of Commonwealth Financial Services's portfolio in Q2 2026, its #64 holding.
Commonwealth Financial Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.