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GW Henssler & Associates’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

GW Henssler & Associates’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 		$29.8M Buy
690,450
+5,243
+0.8% +$219K 1.33% 19
2026
Q1 		$27M Buy
685,207
+174,734
+34% +$7.1M 1.27% 21
2025
Q4 		$19.6M Buy
+510,473
New +$19.4M 0.94% 41

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

GW Henssler & Associates's SDVY Position: Q2 2026 in Review

GW Henssler & Associates increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.77% in Q2 2026, buying an estimated $219K and bringing the position to 690,450 shares worth $29.8M. The position accounts for 1.33% of the portfolio, ranked #19.

GW Henssler & Associates first reported a position in SDVY in Q4 2025 and has held it in 3 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • GW Henssler & Associates held 690,450 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $29.8M as of Q2 2026.
  • GW Henssler & Associates bought 5,243 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $219K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 1.33% of GW Henssler & Associates's portfolio in Q2 2026, its #19 holding.
  • GW Henssler & Associates first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • 579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.