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 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	$9.59M	Sell	271,747 -25,728	-9%	-$863K	4.31%	8
2025 Q1	$9.97M	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	$9.85M	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

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

Ergawealth Advisors's SDVY Position: Q2 2026 in Review

Ergawealth Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.13% in Q2 2026, selling an estimated $3.34K and leaving 61,380 shares worth $2.65M. The position accounts for 1.03% of the portfolio, ranked #12.

Ergawealth Advisors first reported a position in SDVY in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.4M in Q3 2024. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Ergawealth Advisors held 61,380 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.65M as of Q2 2026.
Ergawealth Advisors sold 80 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $3.34K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.03% of Ergawealth Advisors's portfolio in Q2 2026, its #12 holding.
Ergawealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2022 and has held it in 15 quarters since.
Ergawealth Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $11.4M in Q3 2024.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Ergawealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.