Econ Financial Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Econ Financial Services’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	$6.69M	Sell	155,021 -86,281	-36%	-$3.6M	3.12%	4
2026 Q1	$9.51M	Buy	241,302 +61,583	+34%	+$2.5M	4.42%	2
2025 Q4	$6.89M	Buy	179,719 +37,184	+26%	+$1.41M	3.45%	5
2025 Q3	$5.42M	Buy	142,535 +11,309	+9%	+$420K	2.7%	7
2025 Q2	$4.63M	Buy	131,226 +29,037	+28%	+$974K	2.38%	12
2025 Q1	$3.42M	Buy	102,189 +82,576	+421%	+$2.95M	1.82%	13
2024 Q4	$703K	Sell	19,613 -4,744	-19%	-$178K	0.4%	64
2024 Q3	$886K	Buy	24,357 +13,365	+122%	+$467K	0.5%	50
2024 Q2	$367K	Buy	10,992 +287	+3%	+$9.66K	0.23%	90
2024 Q1	$373K	Buy	+10,705	New	+$349K	0.23%	80

Other funds holding SDVY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

Econ Financial Services's SDVY Position: Q2 2026 in Review

Econ Financial Services reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 36% in Q2 2026, selling an estimated $3.6M and leaving 155,021 shares worth $6.69M. The position accounts for 3.12% of the portfolio, ranked #4.

Econ Financial Services first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.51M in Q1 2026. 273 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Econ Financial Services held 155,021 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $6.69M as of Q2 2026.
Econ Financial Services sold 86,281 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $3.6M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 3.12% of Econ Financial Services's portfolio in Q2 2026, its #4 holding.
Econ Financial Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
Econ Financial Services's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $9.51M in Q1 2026.
273 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.