HBW Advisory Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVY
CIA
HI
HBW Advisory Services's SDVY Position: Q2 2026 in Review
HBW Advisory Services increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 21% in Q2 2026, buying an estimated $562K and bringing the position to 77,849 shares worth $3.36M. The position accounts for 0.3% of the portfolio, ranked #73.
HBW Advisory Services first reported a position in SDVY in Q3 2025 and has held it in 4 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.
- HBW Advisory Services held 77,849 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.36M as of Q2 2026.
- HBW Advisory Services bought 13,478 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $562K.
- First Trust SMID Cap Rising Dividend Achievers ETF made up 0.3% of HBW Advisory Services's portfolio in Q2 2026, its #73 holding.
- HBW Advisory Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2025 and has held it in 4 quarters since.
- 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.
Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.