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 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

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

Flagstar Advisors's SDVY Position: Q2 2026 in Review

Flagstar Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4.6% in Q2 2026, selling an estimated $68.7K and leaving 34,405 shares worth $1.48M. The position accounts for 0.45% of the portfolio, ranked #59.

Flagstar Advisors first reported a position in SDVY in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.32M in Q4 2024. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Flagstar Advisors held 34,405 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.48M as of Q2 2026.
Flagstar Advisors sold 1,647 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $68.7K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.45% of Flagstar Advisors's portfolio in Q2 2026, its #59 holding.
Flagstar Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2022 and has held it in 17 quarters since.
Flagstar Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.32M in Q4 2024.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Flagstar Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.