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Fairvoy Private Wealth’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Fairvoy Private Wealth’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 		$7.57M Buy
175,576
+34,426
+24% +$1.44M 1.53% 15
2026
Q1 		$5.57M Sell
141,150
-161,921
-53% -$6.58M 1.33% 23
2025
Q4 		$11.6M Buy
303,071
+8,419
+3% +$320K 2.6% 9
2025
Q3 		$11.2M Buy
294,652
+60,775
+26% +$2.25M 2.55% 9
2025
Q2 		$8.25M Buy
233,877
+21,134
+10% +$709K 2.05% 12
2025
Q1 		$7.13M Buy
212,743
+151,929
+250% +$5.42M 1.96% 13
2024
Q4 		$2.18M Buy
+60,814
New +$2.28M 0.58% 51

Other funds holding SDVY

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Fairvoy Private Wealth's SDVY Position: Q2 2026 in Review

Fairvoy Private Wealth increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 24% in Q2 2026, buying an estimated $1.44M and bringing the position to 175,576 shares worth $7.57M. The position accounts for 1.53% of the portfolio, ranked #15.

Fairvoy Private Wealth first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.6M in Q4 2025. 112 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Fairvoy Private Wealth held 175,576 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $7.57M as of Q2 2026.
  • Fairvoy Private Wealth bought 34,426 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.44M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 1.53% of Fairvoy Private Wealth's portfolio in Q2 2026, its #15 holding.
  • Fairvoy Private Wealth first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
  • Fairvoy Private Wealth's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $11.6M in Q4 2025.
  • 112 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.