Hobart Private Capital’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Hobart Private Capital’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	$10.9M	Buy	252,038 +7,774	+3%	+$324K	1.87%	18
2026 Q1	$9.63M	Buy	244,264 +72,342	+42%	+$2.94M	1.89%	19
2025 Q4	$6.59M	Buy	171,922 +1,355	+0.8%	+$51.4K	1.29%	26
2025 Q3	$6.48M	Sell	170,567 -2,034	-1%	-$75.5K	1.36%	25
2025 Q2	$6.09M	Sell	172,601 -15,778	-8%	-$529K	1.38%	24
2025 Q1	$6.31M	Sell	188,379 -900	-0.5%	-$32.1K	1.58%	22
2024 Q4	$6.79M	Sell	189,279 -34,179	-15%	-$1.28M	1.68%	19
2024 Q3	$8.13M	Buy	223,458 +9,684	+5%	+$338K	2.08%	16
2024 Q2	$7.14M	Buy	213,774 +41,790	+24%	+$1.41M	2.03%	16
2024 Q1	$5.99M	Buy	171,984 +29,263	+21%	+$955K	1.83%	17
2023 Q4	$4.68M	Buy	+142,721	New	+$4.17M	1.55%	19

Other funds holding SDVY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

Hobart Private Capital's SDVY Position: Q2 2026 in Review

Hobart Private Capital increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.2% in Q2 2026, buying an estimated $324K and bringing the position to 252,038 shares worth $10.9M. The position accounts for 1.87% of the portfolio, ranked #18.

Hobart Private Capital first reported a position in SDVY in Q4 2023 and has held it in 11 quarters since. 273 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Hobart Private Capital held 252,038 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $10.9M as of Q2 2026.
Hobart Private Capital bought 7,774 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $324K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.87% of Hobart Private Capital's portfolio in Q2 2026, its #18 holding.
Hobart Private Capital first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
273 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.