Horizon Advisory Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Horizon Advisory Services’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	$1.13M	Sell	26,298 -18	-0.1%	-$751	0.48%	9
2026 Q1	$1.04M	Buy	26,316 +824	+3%	+$33.5K	0.53%	8
2025 Q4	$977K	Buy	25,492 +1,337	+6%	+$50.8K	0.49%	8
2025 Q3	$918K	Buy	24,155 +1,690	+8%	+$62.7K	0.47%	8
2025 Q2	$793K	Sell	22,465 -1,647	-7%	-$55.3K	0.43%	8
2025 Q1	$808K	Buy	24,112 +91	+0.4%	+$3.25K	0.46%	8
2024 Q4	$861K	Sell	24,021 -746,767	-97%	-$27.9M	0.49%	8
2024 Q3	$28M	Sell	770,788 -11,456	-1%	-$400K	12.79%	2
2024 Q2	$26.1M	Sell	782,244 -27,546	-3%	-$927K	12.5%	2
2024 Q1	$28.2M	Buy	+809,790	New	+$26.4M	13.13%	1

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

Horizon Advisory Services's SDVY Position: Q2 2026 in Review

Horizon Advisory Services reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.07% in Q2 2026, selling an estimated $751 and leaving 26,298 shares worth $1.13M. The position accounts for 0.48% of the portfolio, ranked #9.

Horizon Advisory Services first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. The position peaked at $28.2M in Q1 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Horizon Advisory Services held 26,298 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.13M as of Q2 2026.
Horizon Advisory Services sold 18 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $751.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.48% of Horizon Advisory Services's portfolio in Q2 2026, its #9 holding.
Horizon Advisory Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
Horizon Advisory Services's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $28.2M in Q1 2024.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Horizon Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.