Csenge Advisory Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Csenge Advisory Group’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	$28.1M	Buy	650,365 +467,130	+255%	+$19.5M	1.14%	15
2026 Q1	$7.22M	Buy	183,235 +56,818	+45%	+$2.31M	0.33%	54
2025 Q4	$4.84M	Buy	126,417 +85,702	+210%	+$3.25M	0.22%	93
2025 Q3	$1.55M	Sell	40,715 -147,459	-78%	-$5.47M	0.07%	208
2025 Q2	$6.47M	Sell	188,174 -468,313	-71%	-$15.7M	0.34%	53
2025 Q1	$20.6M	Buy	656,487 +428,508	+188%	+$15.3M	1.17%	14
2024 Q4	$8.17M	Buy	227,979 +216,822	+1,943%	+$8.11M	0.44%	45
2024 Q3	$410K	Buy	+11,157	New	+$390K	0.02%	470

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

Csenge Advisory Group's SDVY Position: Q2 2026 in Review

Csenge Advisory Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 255% in Q2 2026, buying an estimated $19.5M and bringing the position to 650,365 shares worth $28.1M. The position accounts for 1.14% of the portfolio, ranked #15.

Csenge Advisory Group first reported a position in SDVY in Q3 2024 and has held it in 8 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Csenge Advisory Group held 650,365 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $28.1M as of Q2 2026.
Csenge Advisory Group bought 467,130 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $19.5M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.14% of Csenge Advisory Group's portfolio in Q2 2026, its #15 holding.
Csenge Advisory Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.