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Griffith & Werner’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Griffith & Werner’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 		$4.57M Buy
105,909
+19,215
+22% +$802K 2.14% 20
2026
Q1 		$3.42M Buy
86,694
+10,167
+13% +$413K 1.69% 24
2025
Q4 		$2.93M Sell
76,527
-8,074
-10% -$307K 1.49% 25
2025
Q3 		$3.21M Buy
+84,601
New +$3.14M 1.66% 22
2025
Q1 		$2.89M Buy
86,177
+18,173
+27% +$648K 1.8% 22
2024
Q4 		$2.44M Buy
+68,004
New +$2.54M 1.61% 21

Other funds holding SDVY

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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

Griffith & Werner's SDVY Position: Q2 2026 in Review

Griffith & Werner increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 22% in Q2 2026, buying an estimated $802K and bringing the position to 105,909 shares worth $4.57M. The position accounts for 2.14% of the portfolio, ranked #20.

Griffith & Werner first reported a position in SDVY in Q4 2024 and has held it in 6 quarters since. 273 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Griffith & Werner held 105,909 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $4.57M as of Q2 2026.
  • Griffith & Werner bought 19,215 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $802K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 2.14% of Griffith & Werner's portfolio in Q2 2026, its #20 holding.
  • Griffith & Werner first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
  • 273 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.