FHC
SDVY icon

First Heartland Consultants’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

First Heartland Consultants’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 		$9.36M Buy
216,902
+10,287
+5% +$429K 0.61% 41
2026
Q1 		$8.15M Sell
206,615
-25,660
-11% -$1.04M 0.62% 41
2025
Q4 		$8.9M Sell
232,275
-7,028
-3% -$267K 0.67% 38
2025
Q3 		$9.1M Sell
239,303
-53,717
-18% -$1.99M 0.73% 35
2025
Q2 		$10.3M Buy
293,020
+7,240
+3% +$243K 0.92% 27
2025
Q1 		$9.57M Sell
285,780
-18,356
-6% -$655K 0.99% 24
2024
Q4 		$10.9M Sell
304,136
-16,656
-5% -$623K 1.12% 21
2024
Q3 		$11.7M Buy
320,792
+79,987
+33% +$2.79M 1.25% 19
2024
Q2 		$8.04K Sell
240,805
-23,830
-9% -$802K 0.56% 35
2024
Q1 		$9.21M Buy
264,635
+123,996
+88% +$4.05M 0.96% 26
2023
Q4 		$4.61M Sell
140,639
-337
-0.2% -$9.84K 0.56% 52
2023
Q3 		$3.98M Buy
140,976
+26,912
+24% +$786K 0.5% 60
2023
Q2 		$3.23M Buy
114,064
+24,711
+28% +$656K 0.42% 62
2023
Q1 		$2.38M Buy
89,353
+51
+0.1% +$1.42K 0.36% 68
2022
Q4 		$2.33M Buy
89,302
+2,011
+2% +$52.2K 0.37% 69
2022
Q3 		$2.02K Buy
87,291
+6,719
+8% +$171K 0.17% 81
2022
Q2 		$1.92M Buy
80,572
+3,304
+4% +$86.5K 0.3% 82
2022
Q1 		$2.15M Buy
+77,268
New +$2.23M 0.33% 64

Other funds holding SDVY

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B 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
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return