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Crumly & Associates’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Crumly & Associates’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 		$20.2M Buy
468,829
+35,322
+8% +$1.47M 3.87% 6
2026
Q1 		$17.1M Sell
433,507
-43,209
-9% -$1.75M 3.59% 6
2025
Q4 		$18.3M Buy
476,716
+80,506
+20% +$3.06M 3.83% 5
2025
Q3 		$15.1M Buy
396,210
+8,952
+2% +$332K 3.29% 6
2025
Q2 		$13.7M Buy
387,258
+110,675
+40% +$3.71M 3.33% 6
2025
Q1 		$9.27M Buy
276,583
+42,603
+18% +$1.52M 2.56% 11
2024
Q4 		$8.39M Buy
233,980
+7,661
+3% +$287K 2.28% 14
2024
Q3 		$8.23M Buy
226,319
+27,306
+14% +$953K 2.28% 13
2024
Q2 		$6.64M Buy
199,013
+12,657
+7% +$426K 1.91% 18
2024
Q1 		$6.49M Buy
186,356
+164,785
+764% +$5.38M 1.71% 20
2023
Q4 		$707K Buy
+21,571
New +$630K 0.21% 64
2023
Q3 		– Sell
-7,342
Closed -$208K – 120
2023
Q2 		$208K Sell
7,342
-124,542
-94% -$3.3M 0.08% 112
2023
Q1 		$3.51M Sell
131,884
-13,455
-9% -$373K 1.53% 21
2022
Q4 		$3.79M Sell
145,339
-48,865
-25% -$1.27M 1.43% 21
2022
Q3 		$4.49M Buy
194,204
+2,826
+1% +$71.9K 1.85% 20
2022
Q2 		$4.57M Sell
191,378
-166,222
-46% -$4.35M 1.9% 20
2022
Q1 		$9.97M Sell
357,600
-27,454
-7% -$793K 3.74% 8
2021
Q4 		$11.1M Buy
+385,054
New +$11.5M 4.37% 6

Other funds holding SDVY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Crumly & Associates's SDVY Position: Q2 2026 in Review

Crumly & Associates increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 8.1% in Q2 2026, buying an estimated $1.47M and bringing the position to 468,829 shares worth $20.2M. The position accounts for 3.87% of the portfolio, ranked #6.

Crumly & Associates first reported a position in SDVY in Q4 2021 and has held it in 18 quarters since. 265 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Crumly & Associates held 468,829 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $20.2M as of Q2 2026.
  • Crumly & Associates bought 35,322 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.47M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 3.87% of Crumly & Associates's portfolio in Q2 2026, its #6 holding.
  • Crumly & Associates first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 18 quarters since.
  • 265 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.