Founders Financial Securities’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Founders Financial Securities’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	$589K	Sell	13,647 -367	-3%	-$15.3K	0.03%	362
2026 Q1	$583K	Sell	14,014 -10,227	-42%	-$415K	0.03%	347
2025 Q4	$929K	Buy	24,241 +4,302	+22%	+$163K	0.05%	298
2025 Q3	$758K	Buy	19,939 +337	+2%	+$12.5K	0.05%	289
2025 Q2	$692K	Buy	19,602 +986	+5%	+$33.1K	0.05%	290
2025 Q1	$606K	Sell	18,616 -1,325	-7%	-$47.3K	0.05%	289
2024 Q4	$715K	Buy	19,941 +9,273	+87%	+$347K	0.06%	223
2024 Q3	$388K	Sell	10,668 -1,495	-12%	-$52.2K	0.04%	307
2024 Q2	$406K	Buy	12,163 +4,008	+49%	+$135K	0.04%	312
2024 Q1	$284K	Buy	+8,155	New	+$266K	0.03%	329

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

Founders Financial Securities's SDVY Position: Q2 2026 in Review

Founders Financial Securities reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.6% in Q2 2026, selling an estimated $15.3K and leaving 13,647 shares worth $589K. The position accounts for 0.03% of the portfolio, ranked #362.

Founders Financial Securities first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. The position peaked at $929K in Q4 2025. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Founders Financial Securities held 13,647 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $589K as of Q2 2026.
Founders Financial Securities sold 367 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $15.3K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.03% of Founders Financial Securities's portfolio in Q2 2026, its #362 holding.
Founders Financial Securities first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
Founders Financial Securities's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $929K 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 Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.