Genesis Private Wealth’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Genesis Private Wealth’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	$4.09M	Buy	94,754 +8,408	+10%	+$351K	1.15%	28
2026 Q1	$3.4M	Buy	86,346 +1,813	+2%	+$73.6K	1.07%	30
2025 Q4	$3.24M	Buy	84,533 +9,446	+13%	+$359K	1.01%	31
2025 Q3	$2.85M	Buy	75,087 +1,987	+3%	+$73.7K	1.2%	27
2025 Q2	$2.58M	Buy	73,100 +2,721	+4%	+$91.3K	1.22%	26
2025 Q1	$2.36M	Buy	70,379 +4,747	+7%	+$169K	1.25%	24
2024 Q4	$2.35M	Buy	+65,632	New	+$2.46M	1.3%	24

Other funds holding SDVY

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

ATC

Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Genesis Private Wealth's SDVY Position: Q2 2026 in Review

Genesis Private Wealth increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 9.7% in Q2 2026, buying an estimated $351K and bringing the position to 94,754 shares worth $4.09M. The position accounts for 1.15% of the portfolio, ranked #28.

Genesis Private Wealth first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Genesis Private Wealth held 94,754 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $4.09M as of Q2 2026.
Genesis Private Wealth bought 8,408 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $351K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.15% of Genesis Private Wealth's portfolio in Q2 2026, its #28 holding.
Genesis Private Wealth first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
123 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.