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Compass Financial Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Compass Financial 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 		$2.43M Buy
+56,189
New +$2.34M 0.29% 91

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Compass Financial Management's SDVY Position: Q2 2026 in Review

Compass Financial Management opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 56,189 shares worth $2.43M. The stake represents 0.29% of the portfolio and ranks #91 among its holdings.

558 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Compass Financial Management held 56,189 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.43M as of Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new Compass Financial Management position in Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.29% of Compass Financial Management's portfolio in Q2 2026, its #91 holding.
  • 558 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.