Hazlett, Burt & Watson’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Hazlett, Burt & Watson’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	$199K	Buy	4,607 +978	+27%	+$40.8K	0.05%	272
2026 Q1	$143K	Buy	3,629 +9	+0.2%	+$366	0.04%	291
2025 Q4	$139K	Buy	3,620 +1,630	+82%	+$61.9K	0.04%	300
2025 Q3	$76K	Buy	1,990 +200	+11%	+$7.42K	0.03%	362
2025 Q2	$63K	Sell	1,790 -326	-15%	-$10.9K	0.03%	342
2025 Q1	$71K	Buy	2,116 +8	+0.4%	+$285	0.03%	315
2024 Q4	$76K	Buy	2,108 +1,257	+148%	+$47K	0.03%	306
2024 Q3	$31K	Buy	851 +3	+0.4%	+$105	0.01%	417
2024 Q2	$28K	Buy	+848	New	+$28.6K	0.01%	410

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

Hazlett, Burt & Watson's SDVY Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 27% in Q2 2026, buying an estimated $40.8K and bringing the position to 4,607 shares worth $199K. The position accounts for 0.05% of the portfolio, ranked #272.

Hazlett, Burt & Watson first reported a position in SDVY in Q2 2024 and has held it in 9 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Hazlett, Burt & Watson held 4,607 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $199K as of Q2 2026.
Hazlett, Burt & Watson bought 978 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $40.8K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.05% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #272 holding.
Hazlett, Burt & Watson first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.