Elevated Capital Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Elevated Capital Advisors’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	$865K	Buy	20,042 +33	+0.2%	+$1.38K	0.24%	92
2026 Q1	$789K	Sell	20,009 -470	-2%	-$19.1K	0.2%	125
2025 Q4	$785K	Sell	20,479 -250	-1%	-$9.49K	0.18%	148
2025 Q3	$788K	Sell	20,729 -1,801	-8%	-$66.8K	0.2%	141
2025 Q2	$755K	Hold	22,530	–	–	0.21%	145
2025 Q1	$755K	Sell	22,530 -1,637	-7%	-$58.4K	0.21%	145
2024 Q4	$866K	Sell	24,167 -15,187	-39%	-$568K	0.24%	124
2024 Q3	$1.43M	Sell	39,354 -116,065	-75%	-$4.05M	0.38%	62
2024 Q2	$5.19M	Sell	155,419 -11,733	-7%	-$395K	1.46%	12
2024 Q1	$5.82M	Buy	167,152 +148,396	+791%	+$4.84M	1.67%	11
2023 Q4	$615K	Buy	18,756 +323	+2%	+$9.43K	0.19%	120
2023 Q3	$520K	Buy	18,433 +527	+3%	+$15.4K	0.18%	122
2023 Q2	$507K	Buy	+17,906	New	+$475K	0.17%	131

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

Elevated Capital Advisors's SDVY Position: Q2 2026 in Review

Elevated Capital Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.16% in Q2 2026, buying an estimated $1.38K and bringing the position to 20,042 shares worth $865K. The position accounts for 0.24% of the portfolio, ranked #92.

Elevated Capital Advisors first reported a position in SDVY in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.82M in Q1 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Elevated Capital Advisors held 20,042 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $865K as of Q2 2026.
Elevated Capital Advisors bought 33 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.38K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.24% of Elevated Capital Advisors's portfolio in Q2 2026, its #92 holding.
Elevated Capital Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2023 and has held it in 13 quarters since.
Elevated Capital Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $5.82M in Q1 2024.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.