FFA
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Farther Finance Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Farther Finance 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 		$1.92M Buy
47,277
+17,862
+61% +$771K 0.01% 804
2026
Q2 		$1.27M Sell
29,415
-10,338
-26% -$431K 0.01% 955
2026
Q1 		$1.58M Sell
39,753
-3,602
-8% -$146K 0.01% 754
2025
Q4 		$1.66M Buy
43,355
+2,291
+6% +$87K 0.02% 657
2025
Q3 		$1.56M Buy
41,064
+12,095
+42% +$449K 0.02% 540
2025
Q2 		$1.02M Buy
28,969
+333
+1% +$11.2K 0.02% 579
2025
Q1 		$965K Sell
28,636
-39,108
-58% -$1.4M 0.02% 520
2024
Q4 		$2.43M Buy
67,744
+32,260
+91% +$1.21M 0.09% 189
2024
Q3 		$1.29M Buy
35,484
+25,784
+266% +$900K 0.05% 287
2024
Q2 		$320K Sell
9,700
-3,002
-24% -$101K 0.02% 648
2024
Q1 		$439K Buy
12,702
+330
+3% +$10.8K 0.03% 430
2023
Q4 		$405K Buy
12,372
+3,448
+39% +$101K 0.03% 396
2023
Q3 		$252K Buy
8,924
+6,424
+257% +$188K 0.04% 335
2023
Q2 		$70.8K Hold
2,500
– – 0.02% 561
2023
Q1 		$66.6K Hold
2,500
– – 0.02% 523
2022
Q4 		$65.1K Buy
+2,500
New +$64.9K 0.03% 434

Other funds holding SDVY

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Farther Finance Advisors's SDVY Position: Q3 2026 in Review

Farther Finance Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 61% in Q3 2026, buying an estimated $771K and bringing the position to 47,277 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #804.

Farther Finance Advisors first reported a position in SDVY in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.43M in Q4 2024. 25 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

  • Farther Finance Advisors held 47,277 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.92M as of Q3 2026.
  • Farther Finance Advisors bought 17,862 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $771K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #804 holding.
  • Farther Finance 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.
  • Farther Finance Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.43M in Q4 2024.
  • 25 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.