HBK Sorce Advisory’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVY
CIA
HI
HBK Sorce Advisory's SDVY Position: Q2 2026 in Review
HBK Sorce Advisory opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 7,298 shares worth $326K. The stake represents 0.01% of the portfolio and ranks #489 among its holdings. This is a return to the name: HBK Sorce Advisory previously reported a position in SDVY as recently as Q1 2025.
HBK Sorce Advisory first reported a position in SDVY in Q1 2025 and has held it in 2 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.
- HBK Sorce Advisory held 7,298 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $326K as of Q2 2026.
- First Trust SMID Cap Rising Dividend Achievers ETF was a new HBK Sorce Advisory position in Q2 2026.
- First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #489 holding.
- HBK Sorce Advisory first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2025 and has held it in 2 quarters since.
- 580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.
Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.