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

Crusonia Wealth Advisors’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	$208K	Buy	+4,813	New	+$201K	0.03%	231
2026 Q1	–	Sell	-5,323	Closed	-$204K	–	197
2025 Q4	$204K	Buy	+5,323	New	+$202K	0.04%	178

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

Crusonia Wealth Advisors's SDVY Position: Q2 2026 in Review

Crusonia Wealth Advisors opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 4,813 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #231 among its holdings. This is a return to the name: Crusonia Wealth Advisors previously reported a position in SDVY as recently as Q4 2025.

Crusonia Wealth Advisors first reported a position in SDVY in Q4 2025 and has held it in 2 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Crusonia Wealth Advisors held 4,813 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $208K as of Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new Crusonia Wealth Advisors position in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.03% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #231 holding.
Crusonia Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 2 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.