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Hantz Financial Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Hantz Financial Services’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 		$13K Hold
300
– – ﹤0.01% 2042
2026
Q1 		$12K Sell
300
-349
-54% -$14.2K ﹤0.01% 2007
2025
Q4 		$25K Hold
649
– – ﹤0.01% 1702
2025
Q3 		$25K Sell
649
-300
-32% -$11.1K ﹤0.01% 1489
2025
Q2 		$33K Buy
+949
New +$31.8K ﹤0.01% 1094

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

Hantz Financial Services's SDVY Position: Q2 2026 in Review

Hantz Financial Services held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 300 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

Hantz Financial Services first reported a position in SDVY in Q2 2025 and has held it in 5 quarters since. The position peaked at $33K in Q2 2025. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Hantz Financial Services held 300 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $13K as of Q2 2026.
  • Hantz Financial Services left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #2042 holding.
  • Hantz Financial Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2025 and has held it in 5 quarters since.
  • Hantz Financial Services's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $33K in Q2 2025.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.