Ergawealth Advisors
SDVY icon

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

Ergawealth 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
Q3 		$2.3M Sell
56,638
-4,742
-8% -$205K 0.91% 13
2026
Q2 		$2.65M Sell
61,380
-80
-0.1% -$3.34K 1.03% 12
2026
Q1 		$2.42M Sell
61,460
-179
-0.3% -$7.27K 1.07% 14
2025
Q4 		$2.36M Sell
61,639
-126,710
-67% -$4.81M 1.09% 13
2025
Q3 		$7.16M Sell
188,349
-83,398
-31% -$3.09M 3.34% 12
2025
Q2 		$9.6M Sell
271,747
-25,728
-9% -$863K 4.31% 8
2025
Q1 		$10M Sell
297,475
-4,275
-1% -$153K 4.94% 8
2024
Q4 		$10.8M Sell
301,750
-10,777
-3% -$403K 5.35% 6
2024
Q3 		$11.4M Buy
312,527
+17,394
+6% +$607K 5.64% 7
2024
Q2 		$9.9M Buy
295,133
+194
+0.1% +$6.53K 5.36% 8
2024
Q1 		$10.3M Buy
294,939
+15,542
+6% +$507K 5.63% 7
2023
Q4 		$9.16M Buy
279,397
+19,628
+8% +$573K 5.63% 7
2023
Q3 		$7.33M Buy
259,769
+5,569
+2% +$163K 5.06% 7
2023
Q2 		$7.2M Buy
254,200
+28,831
+13% +$765K 4.93% 7
2023
Q1 		$6.01M Buy
225,369
+12,156
+6% +$337K 4.89% 8
2022
Q4 		$5.55M Buy
+213,213
New +$5.54M 5.03% 8

Other funds holding SDVY

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 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

Ergawealth Advisors's SDVY Position: Q3 2026 in Review

Ergawealth Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 7.7% in Q3 2026, selling an estimated $205K and leaving 56,638 shares worth $2.3M. The position accounts for 0.91% of the portfolio, ranked #13.

Ergawealth Advisors first reported a position in SDVY in Q4 2022 and has held it in 16 quarters since. The position peaked at $11.4M in Q3 2024. 252 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

  • Ergawealth Advisors held 56,638 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.3M as of Q3 2026.
  • Ergawealth Advisors sold 4,742 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $205K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.91% of Ergawealth Advisors's portfolio in Q3 2026, its #13 holding.
  • Ergawealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2022 and has held it in 16 quarters since.
  • Ergawealth Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $11.4M in Q3 2024.
  • 252 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Ergawealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.