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Foundations Investment Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Foundations Investment 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 		$13.6M Buy
315,054
+21,148
+7% +$882K 0.14% 149
2026
Q1 		$11.6M Buy
293,906
+25,194
+9% +$1.02M 0.14% 150
2025
Q4 		$10.3M Buy
268,712
+3,725
+1% +$141K 0.14% 145
2025
Q3 		$10.1M Buy
264,987
+83,666
+46% +$3.1M 0.15% 138
2025
Q2 		$6.4M Sell
181,321
-3,962
-2% -$133K 0.1% 173
2025
Q1 		$6.21M Buy
185,283
+306
+0.2% +$10.9K 0.11% 173
2024
Q4 		$6.63M Buy
184,977
+8,889
+5% +$333K 0.13% 147
2024
Q3 		$6.41M Buy
176,088
+109,942
+166% +$3.84M 0.13% 137
2024
Q2 		$2.21M Sell
66,146
-3,165
-5% -$107K 0.05% 224
2024
Q1 		$2.41M Buy
69,311
+38,645
+126% +$1.26M 0.06% 219
2023
Q4 		$984K Buy
30,666
+13,880
+83% +$405K 0.03% 311
2023
Q3 		$474K Buy
16,786
+3,333
+25% +$97.3K 0.01% 396
2023
Q2 		$381K Buy
13,453
+3,935
+41% +$104K 0.01% 416
2023
Q1 		$254K Sell
9,518
-22,483
-70% -$624K 0.01% 427
2022
Q4 		$834K Sell
32,001
-6,869
-18% -$178K 0.03% 219
2022
Q3 		$899K Sell
38,870
-6,362
-14% -$162K 0.04% 182
2022
Q2 		$1.09M Buy
+45,232
New +$1.18M 0.05% 134

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Foundations Investment Advisors's SDVY Position: Q2 2026 in Review

Foundations Investment Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 7.2% in Q2 2026, buying an estimated $882K and bringing the position to 315,054 shares worth $13.6M. The position accounts for 0.14% of the portfolio, ranked #149.

Foundations Investment Advisors first reported a position in SDVY in Q2 2022 and has held it in 17 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Foundations Investment Advisors held 315,054 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $13.6M as of Q2 2026.
  • Foundations Investment Advisors bought 21,148 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $882K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.14% of Foundations Investment Advisors's portfolio in Q2 2026, its #149 holding.
  • Foundations Investment Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2022 and has held it in 17 quarters since.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.