Creative Financial Designs’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Creative Financial Designs’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	$2.58M	Buy	59,737 +2,833	+5%	+$118K	0.12%	153
2026 Q1	$2.24M	Buy	56,904 +1,653	+3%	+$67.1K	0.14%	135
2025 Q4	$2.12M	Sell	55,251 -51,182	-48%	-$1.94M	0.13%	142
2025 Q3	$4.05M	Buy	106,433 +1,609	+2%	+$59.7K	0.27%	80
2025 Q2	$3.7M	Buy	104,824 +4,912	+5%	+$165K	0.27%	87
2025 Q1	$3.35M	Buy	99,912 +32,386	+48%	+$1.16M	0.27%	80
2024 Q4	$2.42M	Buy	67,526 +22,828	+51%	+$854K	0.2%	103
2024 Q3	$1.63M	Buy	44,698 +16,769	+60%	+$585K	0.14%	138
2024 Q2	$932K	Sell	27,929 -1,807	-6%	-$60.8K	0.08%	186
2024 Q1	$1.04M	Buy	29,736 +24,990	+527%	+$816K	0.1%	164
2023 Q4	$156K	Sell	4,746 -742	-14%	-$21.7K	0.02%	448
2023 Q3	$155K	Sell	5,488 -159	-3%	-$4.64K	0.02%	393
2023 Q2	$160K	Buy	5,647 +35	+0.6%	+$929	0.02%	387
2023 Q1	$150K	Sell	5,612 -1,172	-17%	-$32.5K	0.02%	379
2022 Q4	$177K	Sell	6,784 -1,284	-16%	-$33.3K	0.03%	332
2022 Q3	$187K	Sell	8,068 -206	-2%	-$5.24K	0.03%	300
2022 Q2	$198K	Buy	+8,274	New	+$217K	0.03%	294

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

Creative Financial Designs's SDVY Position: Q2 2026 in Review

Creative Financial Designs increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5% in Q2 2026, buying an estimated $118K and bringing the position to 59,737 shares worth $2.58M. The position accounts for 0.12% of the portfolio, ranked #153.

Creative Financial Designs first reported a position in SDVY in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.05M in Q3 2025. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Creative Financial Designs held 59,737 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.58M as of Q2 2026.
Creative Financial Designs bought 2,833 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $118K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.12% of Creative Financial Designs's portfolio in Q2 2026, its #153 holding.
Creative Financial Designs first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2022 and has held it in 17 quarters since.
Creative Financial Designs's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $4.05M in Q3 2025.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.