Daymark Wealth Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Daymark Wealth Partners’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	$8.32M	Sell	192,840 -7,030	-4%	-$293K	0.2%	96
2026 Q1	$7.88M	Sell	199,870 -3,702	-2%	-$150K	0.25%	78
2025 Q4	$7.8M	Sell	203,572 -13,787	-6%	-$523K	0.25%	80
2025 Q3	$8.26M	Buy	217,359 +19,652	+10%	+$729K	0.28%	71
2025 Q2	$6.98M	Sell	197,707 -179,973	-48%	-$6.04M	0.27%	76
2025 Q1	$12.7M	Sell	377,680 -24,168	-6%	-$862K	0.54%	45
2024 Q4	$14.4M	Buy	401,848 +221,992	+123%	+$8.31M	0.61%	37
2024 Q3	$6.54M	Buy	179,856 +16,798	+10%	+$586K	0.28%	82
2024 Q2	$5.44M	Buy	163,058 +143,736	+744%	+$4.84M	0.25%	88
2024 Q1	$673K	Buy	19,322 +10,095	+109%	+$330K	0.04%	242
2023 Q4	$302K	Buy	+9,227	New	+$269K	0.02%	320

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

Daymark Wealth Partners's SDVY Position: Q2 2026 in Review

Daymark Wealth Partners reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.5% in Q2 2026, selling an estimated $293K and leaving 192,840 shares worth $8.32M. The position accounts for 0.2% of the portfolio, ranked #96.

Daymark Wealth Partners first reported a position in SDVY in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.4M in Q4 2024. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Daymark Wealth Partners held 192,840 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $8.32M as of Q2 2026.
Daymark Wealth Partners sold 7,030 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $293K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.2% of Daymark Wealth Partners's portfolio in Q2 2026, its #96 holding.
Daymark Wealth Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
Daymark Wealth Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $14.4M in Q4 2024.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.