DHJJ Financial Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

DHJJ Financial Advisors’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	$1.28M	Buy	29,589 +1,978	+7%	+$82.5K	0.37%	49
2026 Q1	$1.09M	Buy	27,611 +3,793	+16%	+$154K	0.36%	48
2025 Q4	$913K	Buy	23,818 +3,248	+16%	+$123K	0.3%	63
2025 Q3	$782K	Buy	20,570 +3,231	+19%	+$120K	0.27%	73
2025 Q2	$612K	Sell	17,339 -5,411	-24%	-$182K	0.22%	85
2025 Q1	$762K	Buy	22,750 +8,365	+58%	+$298K	0.31%	60
2024 Q4	$516K	Buy	14,385 +58	+0.4%	+$2.17K	0.2%	87
2024 Q3	$521K	Buy	14,327 +2,030	+17%	+$70.9K	0.21%	87
2024 Q2	$410K	Buy	12,297 +7,281	+145%	+$245K	0.17%	103
2024 Q1	$175K	Sell	5,016 -727	-13%	-$23.7K	0.08%	149
2023 Q4	$188K	Buy	5,743 +3,024	+111%	+$88.3K	0.09%	137
2023 Q3	$76.8K	Buy	+2,719	New	+$79.4K	0.04%	208

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

DHJJ Financial Advisors's SDVY Position: Q2 2026 in Review

DHJJ Financial Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 7.2% in Q2 2026, buying an estimated $82.5K and bringing the position to 29,589 shares worth $1.28M. The position accounts for 0.37% of the portfolio, ranked #49.

DHJJ Financial Advisors first reported a position in SDVY in Q3 2023 and has held it in 12 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

DHJJ Financial Advisors held 29,589 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.28M as of Q2 2026.
DHJJ Financial Advisors bought 1,978 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $82.5K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.37% of DHJJ Financial Advisors's portfolio in Q2 2026, its #49 holding.
DHJJ Financial Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2023 and has held it in 12 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.