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
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

Commonwealth Equity Services
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Elevation Wealth Partners's SDVY Position: Q2 2026 in Review

Elevation Wealth Partners held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 788 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #413.

Elevation Wealth Partners first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $61.7K in Q4 2024. 250 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Elevation Wealth Partners held 788 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $34K as of Q2 2026.
  • Elevation Wealth Partners left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #413 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 7 quarters since.
  • Elevation Wealth Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $61.7K in Q4 2024.
  • 250 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.