Flagstar Advisors
SDVY icon

Flagstar Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Flagstar 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
Q3 		$1.4M Buy
34,606
+201
+0.6% +$8.68K 0.43% 62
2026
Q2 		$1.48M Sell
34,405
-1,647
-5% -$68.7K 0.45% 59
2026
Q1 		$1.42M Buy
36,052
+699
+2% +$28.4K 0.51% 55
2025
Q4 		$1.35M Sell
35,353
-9,360
-21% -$355K 0.45% 61
2025
Q3 		$1.7M Sell
44,713
-29,709
-40% -$1.1M 0.52% 54
2025
Q2 		$2.63M Sell
74,422
-18,085
-20% -$607K 0.73% 42
2025
Q1 		$3.1M Sell
92,507
-168
-0.2% -$5.99K 0.79% 32
2024
Q4 		$3.32M Buy
92,675
+11,115
+14% +$416K 0.83% 33
2024
Q3 		$2.97M Buy
81,560
+734
+0.9% +$25.6K 0.75% 34
2024
Q2 		$2.7M Buy
80,826
+6,500
+9% +$219K 0.74% 36
2024
Q1 		$2.59M Buy
74,326
+12,194
+20% +$398K 0.72% 36
2023
Q4 		$2.04M Buy
62,132
+6,954
+13% +$203K 0.64% 44
2023
Q3 		$1.56M Buy
55,178
+6,089
+12% +$178K 0.59% 49
2023
Q2 		$1.39M Buy
49,089
+2,783
+6% +$73.8K 0.52% 51
2023
Q1 		$1.23M Buy
46,306
+2,268
+5% +$62.9K 0.45% 58
2022
Q4 		$1.15M Buy
44,038
+6,062
+16% +$157K 0.4% 60
2022
Q3 		$878K Buy
37,976
+16,327
+75% +$415K 0.33% 63
2022
Q2 		$516K Buy
+21,649
New +$567K 0.19% 98

Other funds holding SDVY

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
Decker Wealth Management LLC
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Flagstar Advisors's SDVY Position: Q3 2026 in Review

Flagstar Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.58% in Q3 2026, buying an estimated $8.68K and bringing the position to 34,606 shares worth $1.4M. The position accounts for 0.43% of the portfolio, ranked #62.

Flagstar Advisors first reported a position in SDVY in Q2 2022 and has held it in 18 quarters since. The position peaked at $3.32M in Q4 2024. 227 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

  • Flagstar Advisors held 34,606 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.4M as of Q3 2026.
  • Flagstar Advisors bought 201 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $8.68K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.43% of Flagstar Advisors's portfolio in Q3 2026, its #62 holding.
  • Flagstar Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2022 and has held it in 18 quarters since.
  • Flagstar Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.32M in Q4 2024.
  • 227 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.