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Financial Management Inc’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Financial Management Inc’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 		$1.95M Buy
45,253
+915
+2% +$38.2K 1.6% 18
2026
Q1 		$1.75M Buy
44,338
+2,124
+5% +$86.3K 1.64% 19
2025
Q4 		$1.62M Buy
+42,214
New +$1.6M 1.54% 19

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Financial Management Inc's SDVY Position: Q2 2026 in Review

Financial Management Inc increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.1% in Q2 2026, buying an estimated $38.2K and bringing the position to 45,253 shares worth $1.95M. The position accounts for 1.6% of the portfolio, ranked #18.

Financial Management Inc first reported a position in SDVY in Q4 2025 and has held it in 3 quarters since. 572 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Financial Management Inc held 45,253 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.95M as of Q2 2026.
  • Financial Management Inc bought 915 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $38.2K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 1.6% of Financial Management Inc's portfolio in Q2 2026, its #18 holding.
  • Financial Management Inc first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • 572 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Financial Management Inc's 13F filing for Q2 2026, filed 12 Aug 2026.