Gerald Baker Financial Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Gerald Baker Financial Group’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	$5.61M	Buy	130,152 +7,136	+6%	+$298K	1.6%	17
2026 Q1	$4.85M	Buy	+123,016	New	+$5M	1.54%	18

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

Gerald Baker Financial Group's SDVY Position: Q2 2026 in Review

Gerald Baker Financial Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.8% in Q2 2026, buying an estimated $298K and bringing the position to 130,152 shares worth $5.61M. The position accounts for 1.6% of the portfolio, ranked #17.

Gerald Baker Financial Group first reported a position in SDVY in Q1 2026 and has held it in 2 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Gerald Baker Financial Group held 130,152 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $5.61M as of Q2 2026.
Gerald Baker Financial Group bought 7,136 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $298K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.6% of Gerald Baker Financial Group's portfolio in Q2 2026, its #17 holding.
Gerald Baker Financial Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2026 and has held it in 2 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.