Guardian Wealth Advisors (North Carolina)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$24.7M	Buy	571,663 +24,311	+4%	+$1.01M	1.38%	16
2026 Q1	$21.6M	Buy	547,352 +42,146	+8%	+$1.71M	1.36%	16
2025 Q4	$19.4M	Buy	505,206 +66,394	+15%	+$2.52M	1.2%	19
2025 Q3	$16.7M	Buy	438,812 +30,503	+7%	+$1.13M	1.08%	20
2025 Q2	$14.4M	Buy	408,309 +33,136	+9%	+$1.11M	1.01%	23
2025 Q1	$12.6M	Buy	375,173 +32,989	+10%	+$1.18M	1.01%	22
2024 Q4	$12.3M	Buy	342,184 +287,309	+524%	+$10.8M	0.97%	25
2024 Q3	$2M	Buy	54,875 +14,875	+37%	+$519K	0.21%	65
2024 Q2	$1.34M	Buy	+40,000	New	+$1.35M	0.16%	79

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

Guardian Wealth Advisors (North Carolina)'s SDVY Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4.4% in Q2 2026, buying an estimated $1.01M and bringing the position to 571,663 shares worth $24.7M. The position accounts for 1.38% of the portfolio, ranked #16.

Guardian Wealth Advisors (North Carolina) first reported a position in SDVY in Q2 2024 and has held it in 9 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 571,663 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $24.7M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 24,311 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.01M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.38% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #16 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.