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Financial Solutions Advisory Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Financial Solutions Advisory Group’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 		$319K Buy
7,459
+33
+0.4% +$1.38K 0.04% 147
2026
Q1 		$293K Buy
+7,426
New +$302K 0.04% 139

Other funds holding SDVY

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Financial Solutions Advisory Group's SDVY Position: Q2 2026 in Review

Financial Solutions Advisory Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.44% in Q2 2026, buying an estimated $1.38K and bringing the position to 7,459 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #147.

Financial Solutions Advisory Group first reported a position in SDVY in Q1 2026 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Financial Solutions Advisory Group held 7,459 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $319K as of Q2 2026.
  • Financial Solutions Advisory Group bought 33 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.38K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.04% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #147 holding.
  • Financial Solutions Advisory Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2026 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.