Comprehensive Financial Consultants Institutional’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Comprehensive Financial Consultants Institutional’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	$328K	Sell	7,596 -123	-2%	-$5.13K	0.09%	163
2026 Q1	$304K	Hold	7,719	–	–	0.09%	159
2025 Q4	$296K	Hold	7,719	–	–	0.09%	159
2025 Q3	$293K	Hold	7,719	–	–	0.09%	155
2025 Q2	$272K	Hold	7,719	–	–	0.09%	163
2025 Q1	$259K	Hold	7,719	–	–	0.09%	154
2024 Q4	$277K	Hold	7,719	–	–	0.1%	148
2024 Q3	$281K	Buy	+7,719	New	+$269K	0.1%	146
2022 Q1	–	Sell	-6,397	Closed	-$183K	–	434
2021 Q4	$183K	Buy	+6,397	New	+$190K	0.12%	164

Other funds holding SDVY

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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