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Glass Jacobson Investment Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Glass Jacobson Investment Advisors’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 		$52.9K Hold
1,226
– – 0.02% 323
2026
Q1 		$48.3K Buy
1,226
+27
+2% +$1.1K 0.02% 318
2025
Q4 		$45.9K Hold
1,199
– – 0.02% 315
2025
Q3 		$45.6K Hold
1,199
– – 0.02% 310
2025
Q2 		$42.3K Hold
1,199
– – 0.02% 304
2025
Q1 		$43K Hold
1,199
– – 0.01% 394
2024
Q4 		$43K Buy
+1,199
New +$44.9K 0.01% 394

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Glass Jacobson Investment Advisors's SDVY Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 1,226 shares worth $52.9K. The position accounts for 0.02% of the portfolio, ranked #323.

Glass Jacobson Investment Advisors first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 430 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Glass Jacobson Investment Advisors held 1,226 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $52.9K as of Q2 2026.
  • Glass Jacobson Investment Advisors left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #323 holding.
  • Glass Jacobson Investment Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
  • 430 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.