Global Assets Advisory’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Global Assets Advisory’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	$693K	Buy	+15,958	New	+$666K	0.15%	146
2026 Q1	–	Sell	-15,283	Closed	-$586K	–	551
2025 Q4	$586K	Sell	15,283 -533	-3%	-$20.2K	0.17%	129
2025 Q3	$601K	Buy	15,816 +1,158	+8%	+$43K	0.18%	126
2025 Q2	$527K	Sell	14,658 -30,488	-68%	-$1.02M	0.21%	108
2025 Q1	$1.43M	Buy	45,146 +30,098	+200%	+$1.07M	0.27%	82
2024 Q4	$538K	Sell	15,048 -866	-5%	-$32.4K	0.3%	79
2024 Q3	$572K	Buy	+15,914	New	+$556K	0.31%	74
2024 Q2	–	Sell	-549,672	Closed	-$15.9M	–	419
2024 Q1	$15.9M	Buy	549,672 +533,784	+3,360%	+$17.4M	0.73%	33
2023 Q4	$519K	Hold	15,888	–	–	0.67%	40
2023 Q3	$449K	Sell	15,888 -433	-3%	-$12.6K	0.4%	69
2023 Q2	$462K	Sell	16,321 -300	-2%	-$7.96K	0.42%	70
2023 Q1	$443K	Hold	16,621	–	–	0.45%	63
2022 Q4	$433K	Sell	16,621 -250	-1%	-$6.49K	0.46%	64
2022 Q3	$437K	Buy	+16,871	New	+$429K	0.44%	64

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

Global Assets Advisory's SDVY Position: Q2 2026 in Review

Global Assets Advisory opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 15,958 shares worth $693K. The stake represents 0.15% of the portfolio and ranks #146 among its holdings. This is a return to the name: Global Assets Advisory previously reported a position in SDVY as recently as Q4 2025.

Global Assets Advisory first reported a position in SDVY in Q3 2022 and has held it in 14 quarters since. The position peaked at $15.9M in Q1 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Global Assets Advisory held 15,958 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $693K as of Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new Global Assets Advisory position in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.15% of Global Assets Advisory's portfolio in Q2 2026, its #146 holding.
Global Assets Advisory first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2022 and has held it in 14 quarters since.
Global Assets Advisory's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $15.9M in Q1 2024.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.