Convergence Financial’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVY
CIA
HI
Convergence Financial's SDVY Position: Q2 2026 in Review
Convergence Financial increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 104% in Q2 2026, buying an estimated $910K and bringing the position to 42,718 shares worth $1.84M. The position accounts for 0.15% of the portfolio, ranked #90.
Convergence Financial first reported a position in SDVY in Q2 2024 and has held it in 7 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.
- Convergence Financial held 42,718 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.84M as of Q2 2026.
- Convergence Financial bought 21,800 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $910K.
- First Trust SMID Cap Rising Dividend Achievers ETF made up 0.15% of Convergence Financial's portfolio in Q2 2026, its #90 holding.
- Convergence Financial first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 7 quarters since.
- 579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.
Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.