Focus Partners Advisor Solutions’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Focus Partners Advisor Solutions’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	$471K	Sell	10,918 -732	-6%	-$30.5K	﹤0.01%	836
2026 Q1	$459K	Buy	11,650 +1,817	+18%	+$73.8K	﹤0.01%	820
2025 Q4	$377K	Buy	+9,833	New	+$373K	﹤0.01%	810
2025 Q1	–	Sell	-5,810	Closed	-$208K	–	1028
2024 Q4	$208K	Buy	+5,810	New	+$217K	﹤0.01%	724

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 Partners Advisor Solutions's SDVY Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 6.3% in Q2 2026, selling an estimated $30.5K and leaving 10,918 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Focus Partners Advisor Solutions first reported a position in SDVY in Q4 2024 and has held it in 4 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Focus Partners Advisor Solutions held 10,918 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $471K as of Q2 2026.
Focus Partners Advisor Solutions sold 732 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $30.5K.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #836 holding.
Focus Partners Advisor Solutions first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 4 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.