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Flavin Financial Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Flavin Financial Services’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 		$478K Buy
+11,072
New +$462K 0.27% 62

Other funds holding SDVY

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Flavin Financial Services's SDVY Position: Q2 2026 in Review

Flavin Financial Services opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 11,072 shares worth $478K. The stake represents 0.27% of the portfolio and ranks #62 among its holdings.

577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Flavin Financial Services held 11,072 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $478K as of Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new Flavin Financial Services position in Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.27% of Flavin Financial Services's portfolio in Q2 2026, its #62 holding.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Flavin Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.