Financial Partners Group (Kansas)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Financial Partners Group (Kansas)’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	$642K	Buy	14,890 +1,587	+12%	+$66.2K	0.07%	128
2026 Q1	$525K	Buy	13,303 +317	+2%	+$12.9K	0.06%	136
2025 Q4	$524K	Buy	12,986 +3,338	+35%	+$127K	0.06%	137
2025 Q3	$367K	Buy	+9,648	New	+$358K	0.05%	153

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 Partners Group (Kansas)'s SDVY Position: Q2 2026 in Review

Financial Partners Group (Kansas) increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 12% in Q2 2026, buying an estimated $66.2K and bringing the position to 14,890 shares worth $642K. The position accounts for 0.07% of the portfolio, ranked #128.

Financial Partners Group (Kansas) first reported a position in SDVY in Q3 2025 and has held it in 4 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Financial Partners Group (Kansas) held 14,890 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $642K as of Q2 2026.
Financial Partners Group (Kansas) bought 1,587 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $66.2K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.07% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #128 holding.
Financial Partners Group (Kansas) first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2025 and has held it in 4 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.