Great Valley Advisor Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Great Valley Advisor 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	$9.5M	Buy	220,121 +8,344	+4%	+$348K	0.15%	144
2026 Q1	$8.35M	Buy	211,777 +9,022	+4%	+$366K	0.15%	141
2025 Q4	$7.77M	Buy	202,755 +183,689	+963%	+$6.97M	0.15%	141
2025 Q3	$724K	Sell	19,066 -6,495	-25%	-$241K	0.01%	545
2025 Q2	$902K	Sell	25,561 -3,332	-12%	-$112K	0.02%	475
2025 Q1	$968K	Buy	28,893 +5,662	+24%	+$202K	0.02%	458
2024 Q4	$833K	Buy	23,231 +10,008	+76%	+$374K	0.02%	482
2024 Q3	$481K	Buy	13,223 +5,576	+73%	+$195K	0.01%	570
2024 Q2	$255K	Buy	7,647 +623	+9%	+$21K	0.01%	685
2024 Q1	$245K	Buy	+7,024	New	+$229K	0.01%	654

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

Great Valley Advisor Group's SDVY Position: Q2 2026 in Review

Great Valley Advisor Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.9% in Q2 2026, buying an estimated $348K and bringing the position to 220,121 shares worth $9.5M. The position accounts for 0.15% of the portfolio, ranked #144.

Great Valley Advisor Group first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Great Valley Advisor Group held 220,121 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $9.5M as of Q2 2026.
Great Valley Advisor Group bought 8,344 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $348K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.15% of Great Valley Advisor Group's portfolio in Q2 2026, its #144 holding.
Great Valley Advisor Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.