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	$8.04M	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	$2.02M	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

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

First Heartland Consultants's SDVY Position: Q2 2026 in Review

First Heartland Consultants increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5% in Q2 2026, buying an estimated $429K and bringing the position to 216,902 shares worth $9.36M. The position accounts for 0.61% of the portfolio, ranked #41.

First Heartland Consultants first reported a position in SDVY in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.7M in Q3 2024. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

First Heartland Consultants held 216,902 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $9.36M as of Q2 2026.
First Heartland Consultants bought 10,287 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $429K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.61% of First Heartland Consultants's portfolio in Q2 2026, its #41 holding.
First Heartland Consultants first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
First Heartland Consultants's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $11.7M in Q3 2024.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.