Darwin Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Darwin Wealth Management’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	$3.08M	Sell	71,493 -1,777	-2%	-$74.1K	0.84%	41
2026 Q1	$2.89M	Sell	73,270 -4,668	-6%	-$190K	0.9%	34
2025 Q4	$2.99M	Sell	77,938 -1,421	-2%	-$54K	0.93%	31
2025 Q3	$3.02M	Sell	79,359 -2,755	-3%	-$102K	0.96%	30
2025 Q2	$2.9M	Sell	82,114 -3,350	-4%	-$112K	1%	28
2025 Q1	$3.06M	Hold	85,464	–	–	1.03%	30
2024 Q4	$3.06M	Sell	85,464 -22,695	-21%	-$849K	1.03%	30
2024 Q3	$3.93M	Sell	108,159 -12,747	-11%	-$445K	1.08%	26
2024 Q2	$4.04M	Sell	120,906 -7,447	-6%	-$251K	2%	18
2024 Q1	$4.47M	Buy	+128,353	New	+$4.19M	1.25%	25

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

Darwin Wealth Management's SDVY Position: Q2 2026 in Review

Darwin Wealth Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.4% in Q2 2026, selling an estimated $74.1K and leaving 71,493 shares worth $3.08M. The position accounts for 0.84% of the portfolio, ranked #41.

Darwin Wealth Management first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.47M in Q1 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Darwin Wealth Management held 71,493 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.08M as of Q2 2026.
Darwin Wealth Management sold 1,777 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $74.1K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.84% of Darwin Wealth Management's portfolio in Q2 2026, its #41 holding.
Darwin Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
Darwin Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $4.47M in Q1 2024.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.