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

Coppell Advisory Solutions's SDVY Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 28,138 shares worth $605. The stake represents ﹤0.01% of the portfolio and ranks #542 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SDVY as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in SDVY in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.02M in Q4 2025. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

• Coppell Advisory Solutions held 28,138 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $605 as of Q2 2026.
• First Trust SMID Cap Rising Dividend Achievers ETF was a new Coppell Advisory Solutions position in Q2 2026.
• First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #542 holding.
• Coppell Advisory Solutions first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2022 and has held it in 12 quarters since.
• Coppell Advisory Solutions's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.02M in Q4 2025.
• 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.