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

DHK 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
2025 Q2	$2.09M	Buy	59,374 +198	+0.3%	+$6.64K	1.2%	16
2025 Q1	$1.99M	Buy	59,176 +279	+0.5%	+$9.95K	1.09%	19
2024 Q4	$2.11M	Buy	58,897 +297	+0.5%	+$11.1K	1.28%	14
2024 Q3	$2.13M	Buy	58,600 +224	+0.4%	+$7.82K	1.31%	16
2024 Q2	$1.95M	Hold	58,376	–	–	1.36%	14
2024 Q1	$2.03M	Buy	58,376 +15,000	+35%	+$490K	1.44%	18
2023 Q4	$1.42M	Hold	43,376	–	–	1.07%	26
2023 Q3	$1.22M	Hold	43,376	–	–	1.09%	23
2023 Q2	$1.23M	Buy	+43,376	New	+$1.15M	1.05%	26

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

DHK Financial Advisors's SDVY Position: Q2 2025 in Review

DHK Financial Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.33% in Q2 2025, buying an estimated $6.64K and bringing the position to 59,374 shares worth $2.09M. The position accounts for 1.2% of the portfolio, ranked #16.

DHK Financial Advisors first reported a position in SDVY in Q2 2023 and has held it in 9 quarters since. The position peaked at $2.13M in Q3 2024. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

DHK Financial Advisors held 59,374 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.09M as of Q2 2025.
DHK Financial Advisors bought 198 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $6.64K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.2% of DHK Financial Advisors's portfolio in Q2 2025, its #16 holding.
DHK Financial Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2023 and has held it in 9 quarters since.
DHK Financial Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.13M in Q3 2024.
473 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.