DAGCO Inc’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

DAGCO Inc’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	$18.5M	Buy	428,281 +15,098	+4%	+$630K	3.41%	9
2026 Q1	$16.3M	Buy	413,183 +42,999	+12%	+$1.75M	3.53%	9
2025 Q4	$14.2M	Buy	370,184 +11,135	+3%	+$423K	3.28%	8
2025 Q3	$13.7M	Buy	359,049 +16,391	+5%	+$608K	3.43%	8
2025 Q2	$12.1M	Buy	342,658 +31,262	+10%	+$1.05M	3.37%	8
2025 Q1	$10.4M	Buy	311,396 +26,026	+9%	+$928K	3.37%	9
2024 Q4	$10.2M	Buy	285,370 +66,980	+31%	+$2.51M	3.39%	9
2024 Q3	$7.95M	Buy	+218,390	New	+$7.62M	3.26%	8

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

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

DAGCO Inc's SDVY Position: Q2 2026 in Review

DAGCO Inc increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.7% in Q2 2026, buying an estimated $630K and bringing the position to 428,281 shares worth $18.5M. The position accounts for 3.41% of the portfolio, ranked #9.

DAGCO Inc first reported a position in SDVY in Q3 2024 and has held it in 8 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

DAGCO Inc held 428,281 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $18.5M as of Q2 2026.
DAGCO Inc bought 15,098 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $630K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 3.41% of DAGCO Inc's portfolio in Q2 2026, its #9 holding.
DAGCO Inc first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.