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Cornerstone Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Cornerstone Wealth Management’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 		$1.93M Buy
44,654
+1,285
+3% +$53.6K 0.08% 218
2026
Q1 		$1.71M Sell
43,369
-652
-1% -$26.5K 0.09% 213
2025
Q4 		$1.69M Buy
44,021
+465
+1% +$17.7K 0.09% 203
2025
Q3 		$1.66M Buy
43,556
+1,278
+3% +$47.4K 0.09% 194
2025
Q2 		$1.49M Buy
42,278
+376
+0.9% +$12.6K 0.09% 191
2025
Q1 		$1.4M Buy
41,902
+4,517
+12% +$161K 0.1% 182
2024
Q4 		$1.34M Buy
37,385
+20,741
+125% +$776K 0.09% 181
2024
Q3 		$606K Buy
16,644
+9
+0.1% +$314 0.04% 318
2024
Q2 		$555K Sell
16,635
-486
-3% -$16.4K 0.04% 312
2024
Q1 		$596K Buy
17,121
+5,930
+53% +$194K 0.05% 302
2023
Q4 		$367K Buy
11,191
+1,353
+14% +$39.5K 0.03% 381
2023
Q3 		$278K Buy
9,838
+5
+0.1% +$146 0.03% 436
2023
Q2 		$278K Sell
9,833
-1,293
-12% -$34.3K 0.02% 417
2023
Q1 		$297K Buy
+11,126
New +$309K 0.03% 374
2022
Q3 		$259K Buy
11,204
+4
+0% +$102 0.03% 377
2022
Q2 		$267K Buy
11,200
+390
+4% +$10.2K 0.03% 372
2022
Q1 		$301K Buy
10,810
+351
+3% +$10.1K 0.03% 365
2021
Q4 		$315K Buy
10,459
+2,824
+37% +$84.1K 0.03% 378
2021
Q3 		$216K Buy
+7,635
New +$221K 0.02% 423

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Cornerstone Wealth Management's SDVY Position: Q2 2026 in Review

Cornerstone Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3% in Q2 2026, buying an estimated $53.6K and bringing the position to 44,654 shares worth $1.93M. The position accounts for 0.08% of the portfolio, ranked #218.

Cornerstone Wealth Management first reported a position in SDVY in Q3 2021 and has held it in 19 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Cornerstone Wealth Management held 44,654 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.93M as of Q2 2026.
  • Cornerstone Wealth Management bought 1,285 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $53.6K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.08% of Cornerstone Wealth Management's portfolio in Q2 2026, its #218 holding.
  • Cornerstone Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2021 and has held it in 19 quarters since.
  • 579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.