Fortis Group Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Fortis Group Advisors’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	$355K	Sell	8,237 -206	-2%	-$8.6K	0.06%	203
2026 Q1	$357K	Buy	8,443 +21	+0.2%	+$853	0.06%	212
2025 Q4	$340K	Buy	8,422 +272	+3%	+$10.3K	0.06%	224
2025 Q3	$304K	Buy	8,150 +1,342	+20%	+$49.8K	0.05%	187
2025 Q2	$245K	Buy	+6,808	New	+$228K	0.04%	198
2024 Q2	–	Sell	-38,590	Closed	-$1.34M	–	524
2024 Q1	$1.34M	Buy	+38,590	New	+$1.26M	0.25%	79

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

Fortis Group Advisors's SDVY Position: Q2 2026 in Review

Fortis Group Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.4% in Q2 2026, selling an estimated $8.6K and leaving 8,237 shares worth $355K. The position accounts for 0.06% of the portfolio, ranked #203.

Fortis Group Advisors first reported a position in SDVY in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.34M in Q1 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Fortis Group Advisors held 8,237 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $355K as of Q2 2026.
Fortis Group Advisors sold 206 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $8.6K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.06% of Fortis Group Advisors's portfolio in Q2 2026, its #203 holding.
Fortis Group Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 6 quarters since.
Fortis Group Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.34M in Q1 2024.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.