Continuum Advisory’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.54M Buy
105,223
+3,787
+4% +$158K 0.37% 57
2026
Q1
$4M Buy
101,436
+1,692
+2% +$68.7K 0.38% 62
2025
Q4
$3.82M Buy
99,744
+9,726
+11% +$369K 0.38% 62
2025
Q3
$3.42M Buy
90,018
+7,715
+9% +$286K 0.36% 74
2025
Q2
$2.9M Buy
82,303
+8,889
+12% +$298K 0.35% 69
2025
Q1
$2.46M Buy
73,414
+903
+1% +$32.2K 0.32% 78
2024
Q4
$2.6M Buy
72,511
+5,033
+7% +$188K 0.33% 74
2024
Q3
$2.58M Buy
67,478
+9,403
+16% +$328K 0.33% 76
2024
Q2
$1.94M Buy
58,075
+6,686
+13% +$225K 0.28% 85
2024
Q1
$1.77M Buy
51,389
+11,800
+30% +$385K 0.27% 88
2023
Q4
$1.3M Buy
39,589
+8,379
+27% +$245K 0.18% 142
2023
Q3
$881K Buy
31,210
+14,793
+90% +$432K 0.14% 179
2023
Q2
$465K Buy
16,417
+5,755
+54% +$153K 0.07% 296
2023
Q1
$284K Buy
+10,662
New +$296K 0.05% 361

Other funds holding SDVY

Continuum Advisory's SDVY Position: Q2 2026 in Review

Continuum Advisory increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.7% in Q2 2026, buying an estimated $158K and bringing the position to 105,223 shares worth $4.54M. The position accounts for 0.37% of the portfolio, ranked #57.

Continuum Advisory first reported a position in SDVY in Q1 2023 and has held it in 14 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Continuum Advisory held 105,223 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $4.54M as of Q2 2026.
  • Continuum Advisory bought 3,787 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $158K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.37% of Continuum Advisory's portfolio in Q2 2026, its #57 holding.
  • Continuum Advisory first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2023 and has held it in 14 quarters since.
  • 580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.