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 Q3	$1.57M	Sell	38,800 -13,864	-26%	-$599K	0.28%	61
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Commonwealth Financial Services's SDVY Position: Q3 2026 in Review

Commonwealth Financial Services reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 26% in Q3 2026, selling an estimated $599K and leaving 38,800 shares worth $1.57M. The position accounts for 0.28% of the portfolio, ranked #61.

Commonwealth Financial Services first reported a position in SDVY in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.27M in Q2 2026. 165 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Commonwealth Financial Services held 38,800 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.57M as of Q3 2026.
Commonwealth Financial Services sold 13,864 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $599K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.28% of Commonwealth Financial Services's portfolio in Q3 2026, its #61 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 10 quarters since.
Commonwealth Financial Services's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.27M in Q2 2026.
165 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.