CI
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CX Institutional’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

CX Institutional’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
Q3 		$5.56M Buy
137,094
+6,747
+5% +$291K 0.15% 153
2026
Q2 		$5.62M Buy
130,347
+2,535
+2% +$106K 0.16% 143
2026
Q1 		$5.04M Sell
127,812
-5,036
-4% -$205K 0.15% 160
2025
Q4 		$5.09M Buy
132,848
+4,496
+4% +$171K 0.15% 145
2025
Q3 		$4.88M Sell
128,352
-396
-0.3% -$14.7K 0.15% 145
2025
Q2 		$4.54M Buy
128,748
+20,601
+19% +$691K 0.16% 146
2025
Q1 		$3.62M Buy
108,147
+4,668
+5% +$167K 0.14% 141
2024
Q4 		$3.71M Buy
103,479
+8,903
+9% +$333K 0.15% 147
2024
Q3 		$3.44M Buy
94,576
+383
+0.4% +$13.4K 0.15% 166
2024
Q2 		$3.14M Sell
94,193
-2,777
-3% -$93.5K 0.15% 156
2024
Q1 		$3.38M Sell
96,970
-10,334
-10% -$337K 0.16% 153
2023
Q4 		$3.52M Sell
107,304
-3,557
-3% -$104K 0.19% 150
2023
Q3 		$3.13M Sell
110,861
-20,904
-16% -$610K 0.17% 156
2023
Q2 		$3.73M Sell
131,765
-4,338
-3% -$115K 0.19% 155
2023
Q1 		$3.64M Buy
+136,103
New +$3.78M 0.19% 163

Other funds holding SDVY

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

CX Institutional's SDVY Position: Q3 2026 in Review

CX Institutional increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.2% in Q3 2026, buying an estimated $291K and bringing the position to 137,094 shares worth $5.56M. The position accounts for 0.15% of the portfolio, ranked #153.

CX Institutional first reported a position in SDVY in Q1 2023 and has held it in 15 quarters since. The position peaked at $5.62M in Q2 2026. 26 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

  • CX Institutional held 137,094 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $5.56M as of Q3 2026.
  • CX Institutional bought 6,747 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $291K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.15% of CX Institutional's portfolio in Q3 2026, its #153 holding.
  • CX Institutional first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2023 and has held it in 15 quarters since.
  • CX Institutional's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $5.62M in Q2 2026.
  • 26 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.