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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return