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

Gentry 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	$408K	Buy	9,460 +175	+2%	+$7.3K	0.21%	63
2026 Q1	$366K	Sell	9,285 -465	-5%	-$18.9K	0.22%	70
2025 Q4	$374K	Sell	9,750 -816	-8%	-$31K	0.24%	67
2025 Q3	$402K	Sell	10,566 -3,926	-27%	-$146K	0.28%	68
2025 Q2	$511K	Sell	14,492 -110	-0.8%	-$3.69K	0.39%	44
2025 Q1	$489K	Sell	14,602 -607	-4%	-$21.7K	0.4%	49
2024 Q4	$545K	Sell	15,209 -2,873	-16%	-$108K	2.27%	14
2024 Q3	$658K	Buy	+18,082	New	+$631K	0.54%	31

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

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

Gentry Private Wealth increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.9% in Q2 2026, buying an estimated $7.3K and bringing the position to 9,460 shares worth $408K. The position accounts for 0.21% of the portfolio, ranked #63.

Gentry Private Wealth first reported a position in SDVY in Q3 2024 and has held it in 8 quarters since. The position peaked at $658K in Q3 2024. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Gentry Private Wealth held 9,460 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $408K as of Q2 2026.
Gentry Private Wealth bought 175 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $7.3K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.21% of Gentry Private Wealth's portfolio in Q2 2026, its #63 holding.
Gentry Private Wealth first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
Gentry Private Wealth's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $658K 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 Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.