Financial Network Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Financial Network Wealth 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 Q2	$122K	Hold	2,832	–	–	0.12%	142
2026 Q1	$112K	Buy	2,832 +130	+5%	+$5.28K	0.11%	147
2025 Q4	$104K	Buy	2,702 +556	+26%	+$21.1K	0.11%	165
2025 Q3	$81.6K	Buy	2,146 +7	+0.3%	+$260	0.09%	191
2025 Q2	$75.5K	Hold	2,139	–	–	0.09%	199
2025 Q1	$71.7K	Buy	+2,139	New	+$76.3K	0.09%	196

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 Network Wealth Advisors's SDVY Position: Q2 2026 in Review

Financial Network Wealth Advisors held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 2,832 shares worth $122K. The position accounts for 0.12% of the portfolio, ranked #142.

Financial Network Wealth Advisors first reported a position in SDVY in Q1 2025 and has held it in 6 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Financial Network Wealth Advisors held 2,832 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $122K as of Q2 2026.
Financial Network Wealth Advisors left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.12% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #142 holding.
Financial Network Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.