Financial Gravity Companies’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Financial Gravity Companies’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	$1.34K	Buy	+31	New	+$1.29K	﹤0.01%	794
2024 Q4	$3.58K	Hold	100	–	–	﹤0.01%	702
2024 Q3	$3.64K	Buy	+100	New	+$3.49K	﹤0.01%	447

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

Financial Gravity Companies's SDVY Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 31 shares worth $1.34K. The stake represents ﹤0.01% of the portfolio and ranks #794 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SDVY as recently as Q4 2024.

Financial Gravity Companies first reported a position in SDVY in Q3 2024 and has held it in 3 quarters since. The position peaked at $3.64K in Q3 2024. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Financial Gravity Companies held 31 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.34K as of Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new Financial Gravity Companies position in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #794 holding.
Financial Gravity Companies first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 3 quarters since.
Financial Gravity Companies's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.64K in Q3 2024.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.