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

Forge 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	$208K	Buy	+4,828	New	+$201K	0.02%	34

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

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

Forge Financial Services opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 4,828 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #34 among its holdings.

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

Forge Financial Services held 4,828 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $208K as of Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new Forge Financial Services position in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of Forge Financial Services's portfolio in Q2 2026, its #34 holding.
572 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Forge Financial Services's 13F filing for Q2 2026, filed 7 Aug 2026.