Fiduciary Alliance’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Fiduciary Alliance’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	$4.58M	Buy	+112,766	New	+$4.87M	0.34%	77

Other funds holding SDVY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return

Fiduciary Alliance's SDVY Position: Q3 2026 in Review

Fiduciary Alliance opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2026: 112,766 shares worth $4.58M. The stake represents 0.34% of the portfolio and ranks #77 among its holdings.

351 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Fiduciary Alliance held 112,766 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $4.58M as of Q3 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new Fiduciary Alliance position in Q3 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.34% of Fiduciary Alliance's portfolio in Q3 2026, its #77 holding.
351 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.