Consolidated Planning Corp’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Consolidated Planning Corp’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	$405K	Sell	9,397 -1,093	-10%	-$45.6K	0.05%	113
2026 Q1	$414K	Sell	10,490 -22	-0.2%	-$894	0.07%	101
2025 Q4	$403K	Sell	10,512 -52	-0.5%	-$1.97K	0.04%	158
2025 Q3	$402K	Buy	10,564 +643	+6%	+$23.9K	0.04%	150
2025 Q2	$350K	Buy	9,921 +479	+5%	+$16.1K	0.04%	148
2025 Q1	$316K	Buy	9,442 +1,414	+18%	+$50.4K	0.04%	149
2024 Q4	$288K	Buy	+8,028	New	+$300K	0.04%	172

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

Consolidated Planning Corp's SDVY Position: Q2 2026 in Review

Consolidated Planning Corp reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 10% in Q2 2026, selling an estimated $45.6K and leaving 9,397 shares worth $405K. The position accounts for 0.05% of the portfolio, ranked #113.

Consolidated Planning Corp first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $414K in Q1 2026. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Consolidated Planning Corp held 9,397 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $405K as of Q2 2026.
Consolidated Planning Corp sold 1,093 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $45.6K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.05% of Consolidated Planning Corp's portfolio in Q2 2026, its #113 holding.
Consolidated Planning Corp first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Consolidated Planning Corp's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $414K in Q1 2026.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.