FWL Investment Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

FWL Investment 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	$40.5K	Sell	938 -57	-6%	-$2.38K	0.01%	221
2026 Q1	$39.2K	Sell	995 -56	-5%	-$2.27K	0.01%	181
2025 Q4	$40.3K	Sell	1,051 -1	-0.1%	-$38	0.01%	174
2025 Q3	$40K	Sell	1,052 -571	-35%	-$21.2K	0.01%	161
2025 Q2	$57.3K	Sell	1,623 -909	-36%	-$30.5K	0.02%	147
2025 Q1	$84.8K	Sell	2,532 -297	-10%	-$10.6K	0.03%	119
2024 Q4	$101K	Sell	2,829 -33,421	-92%	-$1.25M	0.04%	109
2024 Q3	$1.32M	Buy	36,250 +34,845	+2,480%	+$1.22M	0.51%	48
2024 Q2	$46.9K	Buy	+1,405	New	+$47.3K	0.02%	112

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

FWL Investment Management's SDVY Position: Q2 2026 in Review

FWL Investment Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.7% in Q2 2026, selling an estimated $2.38K and leaving 938 shares worth $40.5K. The position accounts for 0.01% of the portfolio, ranked #221.

FWL Investment Management first reported a position in SDVY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.32M in Q3 2024. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

FWL Investment Management held 938 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $40.5K as of Q2 2026.
FWL Investment Management sold 57 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $2.38K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #221 holding.
FWL Investment Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
FWL Investment Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.32M in Q3 2024.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

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