Gateway Wealth Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Gateway Wealth Partners’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	$7.74M	Sell	179,511 -171,535	-49%	-$7.16M	0.46%	56
2026 Q1	$13.8M	Buy	351,046 +204,098	+139%	+$8.29M	0.54%	39
2025 Q4	$5.63M	Buy	146,948 +8,995	+7%	+$342K	0.63%	44
2025 Q3	$5.24M	Buy	137,953 +20,306	+17%	+$753K	0.71%	41
2025 Q2	$4.15M	Buy	117,647 +10,881	+10%	+$365K	0.79%	34
2025 Q1	$3.58M	Buy	106,766 +91,965	+621%	+$3.28M	0.8%	34
2024 Q4	$531K	Sell	14,801 -4,750	-24%	-$178K	0.14%	157
2024 Q3	$711K	Buy	19,551 +2,069	+12%	+$72.2K	0.2%	112
2024 Q2	$584K	Buy	+17,482	New	+$589K	0.18%	136

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

Gateway Wealth Partners's SDVY Position: Q2 2026 in Review

Gateway Wealth Partners reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 49% in Q2 2026, selling an estimated $7.16M and leaving 179,511 shares worth $7.74M. The position accounts for 0.46% of the portfolio, ranked #56.

Gateway Wealth Partners first reported a position in SDVY in Q2 2024 and has held it in 9 quarters since. The position peaked at $13.8M in Q1 2026. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Gateway Wealth Partners held 179,511 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $7.74M as of Q2 2026.
Gateway Wealth Partners sold 171,535 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $7.16M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.46% of Gateway Wealth Partners's portfolio in Q2 2026, its #56 holding.
Gateway Wealth Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
Gateway Wealth Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $13.8M in Q1 2026.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.