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

Focus Partners Wealth’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	$21.8M	Buy	505,502 +21,704	+4%	+$906K	0.02%	493
2026 Q1	$19.1M	Buy	483,798 +238,194	+97%	+$9.67M	0.02%	508
2025 Q4	$9.41M	Buy	245,604 +197,048	+406%	+$7.48M	0.01%	720
2025 Q3	$1.85M	Buy	48,556 +94	+0.2%	+$3.49K	﹤0.01%	1045
2025 Q2	$1.71M	Buy	48,462 +4,750	+11%	+$159K	﹤0.01%	948
2025 Q1	$1.46M	Buy	43,712 +12,748	+41%	+$455K	﹤0.01%	941
2024 Q4	$1.11M	Buy	30,964 +852	+3%	+$31.9K	﹤0.01%	1018
2024 Q3	$1.1M	Buy	+30,112	New	+$1.05M	﹤0.01%	919

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 Wealth's SDVY Position: Q2 2026 in Review

Focus Partners Wealth increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4.5% in Q2 2026, buying an estimated $906K and bringing the position to 505,502 shares worth $21.8M. The position accounts for 0.02% of the portfolio, ranked #493.

Focus Partners Wealth first reported a position in SDVY in Q3 2024 and has held it in 8 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Focus Partners Wealth held 505,502 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $21.8M as of Q2 2026.
Focus Partners Wealth bought 21,704 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $906K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #493 holding.
Focus Partners Wealth first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 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 Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.