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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
Q3 		$10.3K Sell
255
-342
-57% -$14.8K 0.01% 152
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Southern Financial Group
Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Hoese & Co's SDVY Position: Q3 2026 in Review

Hoese & Co reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 57% in Q3 2026, selling an estimated $14.8K and leaving 255 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #152.

Hoese & Co first reported a position in SDVY in Q4 2025 and has held it in 4 quarters since. The position peaked at $47.7K in Q4 2025. 329 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

  • Hoese & Co held 255 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $10.3K as of Q3 2026.
  • Hoese & Co sold 342 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $14.8K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of Hoese & Co's portfolio in Q3 2026, its #152 holding.
  • Hoese & Co first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 4 quarters since.
  • Hoese & Co's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $47.7K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.