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Hoese & Co’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Hoese & Co’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 		$25.7K Hold
597
– – 0.02% 138
2026
Q1 		$23.5K Sell
597
-647
-52% -$26.3K 0.02% 111
2025
Q4 		$47.7K Buy
+1,244
New +$47.2K 0.03% 98

Other funds holding SDVY

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Hoese & Co's SDVY Position: Q2 2026 in Review

Hoese & Co held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 597 shares worth $25.7K. The position accounts for 0.02% of the portfolio, ranked #138.

Hoese & Co first reported a position in SDVY in Q4 2025 and has held it in 3 quarters since. The position peaked at $47.7K in Q4 2025. 182 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Hoese & Co held 597 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $25.7K as of Q2 2026.
  • Hoese & Co left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of Hoese & Co's portfolio in Q2 2026, its #138 holding.
  • Hoese & Co first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • Hoese & Co's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $47.7K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.