BFC Planning, Inc.’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

BFC Planning, Inc.’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	$632K	Sell	14,648 -1,390	-9%	-$58K	0.03%	529
2026 Q1	$632K	Sell	16,038 -640	-4%	-$26K	0.03%	489
2025 Q4	$639K	Buy	16,678 +11,110	+200%	+$422K	0.03%	481
2025 Q3	$212K	Buy	5,568 +88	+2%	+$3.26K	0.02%	650
2025 Q2	$193K	Sell	5,480 -2,401	-30%	-$80.6K	0.02%	651
2025 Q1	$264K	Sell	7,881 -2,562	-25%	-$91.4K	0.02%	513
2024 Q4	$374K	Buy	+10,443	New	+$391K	0.03%	419

Other funds holding SDVY

LPL Financial San Diego, California $468B AUM 17.69% 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 $765B AUM 28.39% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

BFC Planning, Inc.'s SDVY Position: Q2 2026 in Review

BFC Planning, Inc. reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 8.7% in Q2 2026, selling an estimated $58K and leaving 14,648 shares worth $632K. The position accounts for 0.03% of the portfolio, ranked #529.

BFC Planning, Inc. first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $639K in Q4 2025. 584 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

BFC Planning, Inc. held 14,648 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $632K as of Q2 2026.
BFC Planning, Inc. sold 1,390 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $58K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #529 holding.
BFC Planning, Inc. first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $639K in Q4 2025.
584 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.