Hilton Head Capital Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Hilton Head Capital Partners’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	$2.4M	Buy	55,524 +3,764	+7%	+$157K	1.21%	17
2026 Q1	$2.04M	Sell	51,760 -165	-0.3%	-$6.7K	1.15%	18
2025 Q4	$1.99M	Buy	+51,925	New	+$1.97M	1.16%	17

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

Hilton Head Capital Partners's SDVY Position: Q2 2026 in Review

Hilton Head Capital Partners increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 7.3% in Q2 2026, buying an estimated $157K and bringing the position to 55,524 shares worth $2.4M. The position accounts for 1.21% of the portfolio, ranked #17.

Hilton Head Capital Partners first reported a position in SDVY in Q4 2025 and has held it in 3 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Hilton Head Capital Partners held 55,524 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.4M as of Q2 2026.
Hilton Head Capital Partners bought 3,764 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $157K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.21% of Hilton Head Capital Partners's portfolio in Q2 2026, its #17 holding.
Hilton Head Capital Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.