Fearless Solutions (Best Invest)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Fearless Solutions (Best Invest)’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	$1.04M	Buy	24,091 +765	+3%	+$31.9K	0.55%	42
2026 Q1	$920K	Buy	23,326 +589	+3%	+$23.9K	0.56%	43
2025 Q4	$871K	Buy	22,737 +501	+2%	+$19K	0.53%	41
2025 Q3	$845K	Buy	22,236 +3,096	+16%	+$115K	0.54%	43
2025 Q2	$675K	Buy	19,140 +1,718	+10%	+$57.6K	0.47%	48
2025 Q1	$584K	Buy	17,422 +3,582	+26%	+$128K	0.45%	51
2024 Q4	$496K	Buy	+13,840	New	+$518K	0.38%	52

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

Fearless Solutions (Best Invest)'s SDVY Position: Q2 2026 in Review

Fearless Solutions (Best Invest) increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.3% in Q2 2026, buying an estimated $31.9K and bringing the position to 24,091 shares worth $1.04M. The position accounts for 0.55% of the portfolio, ranked #42.

Fearless Solutions (Best Invest) first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Fearless Solutions (Best Invest) held 24,091 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.04M as of Q2 2026.
Fearless Solutions (Best Invest) bought 765 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $31.9K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.55% of Fearless Solutions (Best Invest)'s portfolio in Q2 2026, its #42 holding.
Fearless Solutions (Best Invest) first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Fearless Solutions (Best Invest)'s 13F filing for Q2 2026, filed 22 Jul 2026.