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

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

Comprehensive Financial Consultants Institutional's SDVY Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.6% in Q2 2026, selling an estimated $5.13K and leaving 7,596 shares worth $328K. The position accounts for 0.09% of the portfolio, ranked #163.

Comprehensive Financial Consultants Institutional first reported a position in SDVY in Q4 2021 and has held it in 9 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Comprehensive Financial Consultants Institutional held 7,596 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $328K as of Q2 2026.
Comprehensive Financial Consultants Institutional sold 123 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $5.13K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.09% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #163 holding.
Comprehensive Financial Consultants Institutional first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 9 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.