Dynamic Advisor Solutions’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Dynamic Advisor Solutions’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	$5.23M	Sell	128,870 -3,466	-3%	-$150K	0.15%	150
2026 Q2	$5.71M	Buy	132,336 +13,980	+12%	+$583K	0.16%	148
2026 Q1	$4.67M	Sell	118,356 -4,117	-3%	-$167K	0.15%	161
2025 Q4	$4.69M	Buy	122,473 +2,644	+2%	+$100K	0.15%	152
2025 Q3	$4.56M	Buy	119,829 +1,976	+2%	+$73.3K	0.13%	174
2025 Q2	$4.16M	Buy	117,853 +6,024	+5%	+$202K	0.13%	190
2025 Q1	$3.75M	Buy	111,829 +1,997	+2%	+$71.2K	0.12%	192
2024 Q4	$3.94M	Buy	109,832 +9,952	+10%	+$372K	0.17%	140
2024 Q3	$3.63M	Buy	+99,880	New	+$3.49M	0.11%	212

Other funds holding SDVY

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

ATC

Advantage Trust Company Salina, Kansas $285M AUM 15.04% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Dynamic Advisor Solutions's SDVY Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.6% in Q3 2026, selling an estimated $150K and leaving 128,870 shares worth $5.23M. The position accounts for 0.15% of the portfolio, ranked #150.

Dynamic Advisor Solutions first reported a position in SDVY in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.71M in Q2 2026. 100 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Dynamic Advisor Solutions held 128,870 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $5.23M as of Q3 2026.
Dynamic Advisor Solutions sold 3,466 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $150K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.15% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #150 holding.
Dynamic Advisor Solutions first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 9 quarters since.
Dynamic Advisor Solutions's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $5.71M in Q2 2026.
100 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.