Ethos Financial Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Ethos Financial Group’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	$2.54M	Buy	58,153 +7,549	+15%	+$315K	0.17%	117
2026 Q1	$2M	Buy	+50,604	New	+$2.06M	0.15%	134
2025 Q4	–	Sell	-5,535	Closed	-$210K	–	569
2025 Q3	$210K	Buy	+5,535	New	+$205K	0.02%	437
2025 Q2	–	Sell	-11,816	Closed	-$424K	–	518
2025 Q1	$424K	Hold	11,816	–	–	0.04%	260
2024 Q4	$424K	Sell	11,816 -27	-0.2%	-$1.01K	0.06%	177
2024 Q3	$431K	Buy	11,843 +27	+0.2%	+$943	0.07%	151
2024 Q2	$394K	Buy	11,816 +9,577	+428%	+$322K	0.07%	169
2024 Q1	$334K	Buy	+2,239	New	+$73.1K	0.06%	188

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

Ethos Financial Group's SDVY Position: Q2 2026 in Review

Ethos Financial Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 15% in Q2 2026, buying an estimated $315K and bringing the position to 58,153 shares worth $2.54M. The position accounts for 0.17% of the portfolio, ranked #117.

Ethos Financial Group first reported a position in SDVY in Q1 2024 and has held it in 8 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Ethos Financial Group held 58,153 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.54M as of Q2 2026.
Ethos Financial Group bought 7,549 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $315K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.17% of Ethos Financial Group's portfolio in Q2 2026, its #117 holding.
Ethos Financial Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 8 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.