EWP
SDVY icon

Elevation Wealth Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Elevation Wealth Partners’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 		$32K Hold
788
– – 0.01% 518
2026
Q2 		$34K Hold
788
– – 0.01% 413
2026
Q1 		$31.1K Hold
788
– – 0.01% 303
2025
Q4 		$30.2K Hold
788
– – 0.01% 306
2025
Q3 		$30K Hold
788
– – 0.01% 297
2025
Q2 		$27.8K Sell
788
-933
-54% -$31.3K 0.01% 292
2025
Q1 		$57.7K Hold
1,721
– – 0.02% 215
2024
Q4 		$61.7K Buy
+1,721
New +$64.4K 0.03% 207

Other funds holding SDVY

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elevation Wealth Partners's SDVY Position: Q3 2026 in Review

Elevation Wealth Partners held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q3 2026 at 788 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #518.

Elevation Wealth Partners first reported a position in SDVY in Q4 2024 and has held it in 8 quarters since. The position peaked at $61.7K in Q4 2024. 26 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

  • Elevation Wealth Partners held 788 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $32K as of Q3 2026.
  • Elevation Wealth Partners left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q3 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #518 holding.
  • Elevation Wealth Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 8 quarters since.
  • Elevation Wealth Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $61.7K in Q4 2024.
  • 26 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.