Econ Financial Services
SDVY icon

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
Q3 		$2.96M Sell
72,848
-82,173
-53% -$3.55M 1.24% 34
2026
Q2 		$6.69M Sell
155,021
-86,281
-36% -$3.6M 3.12% 4
2026
Q1 		$9.5M 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% +$9.7K 0.23% 90
2024
Q1 		$373K Buy
+10,705
New +$349K 0.23% 80

Other funds holding SDVY

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Southern Financial Group
Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Econ Financial Services's SDVY Position: Q3 2026 in Review

Econ Financial Services reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 53% in Q3 2026, selling an estimated $3.55M and leaving 72,848 shares worth $2.96M. The position accounts for 1.24% of the portfolio, ranked #34.

Econ Financial Services first reported a position in SDVY in Q1 2024 and has held it in 11 quarters since. The position peaked at $9.5M in Q1 2026. 238 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

  • Econ Financial Services held 72,848 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.96M as of Q3 2026.
  • Econ Financial Services sold 82,173 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $3.55M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 1.24% of Econ Financial Services's portfolio in Q3 2026, its #34 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 11 quarters since.
  • Econ Financial Services's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $9.5M in Q1 2026.
  • 238 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.