GoalVest Advisory’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVY
CIA
HI
GoalVest Advisory's SDVY Position: Q2 2026 in Review
GoalVest Advisory increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 37% in Q2 2026, buying an estimated $5.38K and bringing the position to 477 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #299.
GoalVest Advisory first reported a position in SDVY in Q3 2024 and has held it in 6 quarters since. The position peaked at $25.4K in Q3 2025. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.
- GoalVest Advisory held 477 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $20.6K as of Q2 2026.
- GoalVest Advisory bought 129 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $5.38K.
- First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #299 holding.
- GoalVest Advisory first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 6 quarters since.
- GoalVest Advisory's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $25.4K in Q3 2025.
- 579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.
Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.