Formidable Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Formidable Asset Management’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	$2.97M	Sell	75,368 -2,300	-3%	-$96K	0.47%	39
2026 Q1	$2.98M	Sell	77,668 -5,828	-7%	-$237K	0.46%	41
2025 Q4	$3.17M	Sell	83,496 -4,283	-5%	-$163K	0.46%	41
2025 Q3	$3.1M	Buy	87,779 +12,862	+17%	+$477K	0.49%	39
2025 Q2	$2.51M	Hold	74,917	–	–	0.42%	44
2025 Q1	$2.51M	Buy	74,917 +608	+0.8%	+$21.7K	0.42%	44
2024 Q4	$2.66M	Buy	74,309 +2,893	+4%	+$108K	0.44%	44
2024 Q3	$2.6M	Buy	71,416 +1,894	+3%	+$66.1K	0.42%	44
2024 Q2	$2.32M	Buy	69,522 +22,921	+49%	+$772K	0.38%	49
2024 Q1	$1.62M	Buy	+46,601	New	+$1.52M	0.26%	76

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

Formidable Asset Management's SDVY Position: Q2 2026 in Review

Formidable Asset Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3% in Q2 2026, selling an estimated $96K and leaving 75,368 shares worth $2.97M. The position accounts for 0.47% of the portfolio, ranked #39.

Formidable Asset Management first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.17M in Q4 2025. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Formidable Asset Management held 75,368 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.97M as of Q2 2026.
Formidable Asset Management sold 2,300 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $96K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.47% of Formidable Asset Management's portfolio in Q2 2026, its #39 holding.
Formidable Asset Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
Formidable Asset Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.17M in Q4 2025.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.