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

CreativeOne Wealth’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	$1.4M	Buy	32,378 +2,210	+7%	+$92.2K	0.03%	469
2026 Q1	$1.19M	Buy	30,168 +2,282	+8%	+$92.7K	0.03%	509
2025 Q4	$1.07M	Buy	27,886 +2,184	+8%	+$82.9K	0.03%	528
2025 Q3	$977K	Sell	25,702 -13,229	-34%	-$491K	0.02%	562
2025 Q2	$1.37M	Sell	38,931 -728	-2%	-$24.4K	0.04%	444
2025 Q1	$1.33M	Sell	39,659 -4,036	-9%	-$144K	0.04%	401
2024 Q4	$1.57M	Sell	43,695 -4,198	-9%	-$157K	0.05%	345
2024 Q3	$1.74M	Buy	47,893 +33,327	+229%	+$1.16M	0.06%	298
2024 Q2	$486K	Buy	14,566 +1,027	+8%	+$34.6K	0.02%	480
2024 Q1	$471K	Buy	+13,539	New	+$442K	0.02%	578
2023 Q3	–	Sell	-7,924	Closed	-$224K	–	787
2023 Q2	$224K	Sell	7,924 -264	-3%	-$7K	0.01%	749
2023 Q1	$218K	Sell	8,188 -2,350	-22%	-$65.2K	0.01%	726
2022 Q4	$275K	Sell	10,538 -96	-0.9%	-$2.49K	0.02%	598
2022 Q3	$246K	Sell	10,634 -59	-0.6%	-$1.5K	0.01%	612
2022 Q2	$255K	Buy	+10,693	New	+$280K	0.01%	607

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

CreativeOne Wealth's SDVY Position: Q2 2026 in Review

CreativeOne Wealth increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 7.3% in Q2 2026, buying an estimated $92.2K and bringing the position to 32,378 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #469.

CreativeOne Wealth first reported a position in SDVY in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.74M in Q3 2024. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

CreativeOne Wealth held 32,378 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.4M as of Q2 2026.
CreativeOne Wealth bought 2,210 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $92.2K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #469 holding.
CreativeOne Wealth first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2022 and has held it in 15 quarters since.
CreativeOne Wealth's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.74M in Q3 2024.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.