Holistic Planning’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Holistic Planning’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	$412K	Buy	+9,559	New	+$399K	0.06%	235

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

Holistic Planning's SDVY Position: Q2 2026 in Review

Holistic Planning opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 9,559 shares worth $412K. The stake represents 0.06% of the portfolio and ranks #235 among its holdings.

577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Holistic Planning held 9,559 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $412K as of Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new Holistic Planning position in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.06% of Holistic Planning's portfolio in Q2 2026, its #235 holding.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.