FSB Premier Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

FSB Premier Wealth 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	$6.26M	Buy	145,070 +35,353	+32%	+$1.48M	1.76%	9
2026 Q1	$4.33M	Buy	109,717 +2,150	+2%	+$87.3K	1.36%	16
2025 Q4	$4.12M	Buy	107,567 +885	+0.8%	+$33.6K	1.31%	17
2025 Q3	$4.06M	Sell	106,682 -2,396	-2%	-$88.9K	1.33%	18
2025 Q2	$3.85M	Sell	109,078 -7,357	-6%	-$247K	1.37%	18
2025 Q1	$3.9M	Buy	116,435 +5,967	+5%	+$213K	1.52%	12
2024 Q4	$3.96M	Buy	110,468 +38,778	+54%	+$1.45M	1.59%	12
2024 Q3	$2.61M	Sell	71,690 -34,468	-32%	-$1.2M	1.07%	23
2024 Q2	$3.54M	Sell	106,158 -17,514	-14%	-$590K	1.6%	13
2024 Q1	$4.31M	Sell	123,672 -16,050	-11%	-$524K	2%	9
2023 Q4	$4.58M	Sell	139,722 -2,388	-2%	-$69.7K	2.29%	9
2023 Q3	$4.01M	Buy	142,110 +17,944	+14%	+$524K	2.23%	9
2023 Q2	$3.52M	Sell	124,166 -7,490	-6%	-$199K	1.91%	14
2023 Q1	$3.51M	Buy	131,656 +45,330	+53%	+$1.26M	1.95%	14
2022 Q4	$2.25M	Buy	86,326 +1,784	+2%	+$46.3K	1.23%	22
2022 Q3	$1.96M	Buy	84,542 +13,986	+20%	+$356K	1.14%	22
2022 Q2	$1.68M	Sell	70,556 -8	-0%	-$210	0.93%	29
2022 Q1	$1.9M	Buy	70,564 +50,479	+251%	+$1.46M	0.95%	28
2021 Q4	$608K	Buy	+20,085	New	+$598K	0.25%	67

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

FSB Premier Wealth Management's SDVY Position: Q2 2026 in Review

FSB Premier Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 32% in Q2 2026, buying an estimated $1.48M and bringing the position to 145,070 shares worth $6.26M. The position accounts for 1.76% of the portfolio, ranked #9.

FSB Premier Wealth Management first reported a position in SDVY in Q4 2021 and has held it in 19 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

FSB Premier Wealth Management held 145,070 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $6.26M as of Q2 2026.
FSB Premier Wealth Management bought 35,353 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.48M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.76% of FSB Premier Wealth Management's portfolio in Q2 2026, its #9 holding.
FSB Premier Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.