GER Loftin Wealth Advisors LLC’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

GER Loftin Wealth Advisors LLC’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 Q3	$410K	Buy	+10,102	New	+$436K	0.13%	54

Other funds holding SDVY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's SDVY Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2026: 10,102 shares worth $410K. The stake represents 0.13% of the portfolio and ranks #54 among its holdings.

434 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

GER Loftin Wealth Advisors LLC held 10,102 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $410K as of Q3 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.13% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #54 holding.
434 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.