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

EverSource Wealth 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	$31.9K	Buy	740 +240	+48%	+$10K	﹤0.01%	2095
2026 Q1	$19.7K	Hold	500	–	–	﹤0.01%	2513
2025 Q4	$19.2K	Buy	+500	New	+$19K	﹤0.01%	2412
2024 Q3	–	Sell	-1,042	Closed	-$38.2K	–	3111
2024 Q2	$38.2K	Hold	1,042	–	–	﹤0.01%	1218
2024 Q1	$34.1K	Buy	+1,042	New	+$34K	﹤0.01%	1133

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

EverSource Wealth Advisors's SDVY Position: Q2 2026 in Review

EverSource Wealth Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 48% in Q2 2026, buying an estimated $10K and bringing the position to 740 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

EverSource Wealth Advisors first reported a position in SDVY in Q1 2024 and has held it in 5 quarters since. The position peaked at $38.2K in Q2 2024. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

EverSource Wealth Advisors held 740 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $31.9K as of Q2 2026.
EverSource Wealth Advisors bought 240 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $10K.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2095 holding.
EverSource Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 5 quarters since.
EverSource Wealth Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $38.2K in Q2 2024.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.