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

GoalVest 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	$20.6K	Buy	477 +129	+37%	+$5.38K	﹤0.01%	299
2026 Q1	$13.7K	Buy	+348	New	+$14.1K	﹤0.01%	355
2025 Q4	–	Sell	-669	Closed	-$25.4K	–	547
2025 Q3	$25.4K	Buy	+669	New	+$24.8K	0.01%	278
2025 Q2	–	Sell	-114	Closed	-$3.82K	–	504
2025 Q1	$3.82K	Sell	114 -211	-65%	-$7.53K	﹤0.01%	298
2024 Q4	$11.7K	Sell	325 -350	-52%	-$13.1K	﹤0.01%	275
2024 Q3	$24.6K	Buy	+675	New	+$23.6K	0.01%	253

Other funds holding SDVY

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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

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

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

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return