Directional Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Directional Asset 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	$607K	Sell	14,064 -1,867	-12%	-$77.9K	0.51%	52
2026 Q1	$628K	Buy	15,931 +40	+0.3%	+$1.63K	0.57%	49
2025 Q4	$609K	Buy	+15,891	New	+$603K	0.53%	45

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

Directional Asset Management's SDVY Position: Q2 2026 in Review

Directional Asset Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 12% in Q2 2026, selling an estimated $77.9K and leaving 14,064 shares worth $607K. The position accounts for 0.51% of the portfolio, ranked #52.

Directional Asset Management first reported a position in SDVY in Q4 2025 and has held it in 3 quarters since. The position peaked at $628K in Q1 2026. 572 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Directional Asset Management held 14,064 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $607K as of Q2 2026.
Directional Asset Management sold 1,867 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $77.9K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.51% of Directional Asset Management's portfolio in Q2 2026, its #52 holding.
Directional Asset Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
Directional Asset Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $628K in Q1 2026.
572 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Directional Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.