Focus Financial Network’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Focus Financial Network’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	$19.1M	Buy	442,090 +26,976	+6%	+$1.13M	0.59%	36
2026 Q1	$16.4M	Buy	415,114 +19,273	+5%	+$783K	0.59%	34
2025 Q4	$15.2M	Buy	395,841 +18,637	+5%	+$708K	0.53%	37
2025 Q3	$14.3M	Sell	377,204 -22,213	-6%	-$824K	0.51%	39
2025 Q2	$14.1M	Buy	399,417 +27,602	+7%	+$926K	0.56%	35
2025 Q1	$12.5M	Buy	371,815 +202,261	+119%	+$7.22M	0.51%	41
2024 Q4	$6.08M	Buy	169,554 +10,660	+7%	+$399K	0.24%	77
2024 Q3	$5.78M	Buy	+158,894	New	+$5.55M	0.24%	77

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

Focus Financial Network's SDVY Position: Q2 2026 in Review

Focus Financial Network increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 6.5% in Q2 2026, buying an estimated $1.13M and bringing the position to 442,090 shares worth $19.1M. The position accounts for 0.59% of the portfolio, ranked #36.

Focus Financial Network first reported a position in SDVY in Q3 2024 and has held it in 8 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Focus Financial Network held 442,090 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $19.1M as of Q2 2026.
Focus Financial Network bought 26,976 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.13M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.59% of Focus Financial Network's portfolio in Q2 2026, its #36 holding.
Focus Financial Network first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.