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

Horizon Financial 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 		$41.3K Buy
+957
New +$39.9K 0.02% 162

Other funds holding SDVY

Commonwealth Equity Services
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
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
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

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

Horizon Financial Services opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 957 shares worth $41.3K. The stake represents 0.02% of the portfolio and ranks #162 among its holdings.

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

  • Horizon Financial Services held 957 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $41.3K as of Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new Horizon Financial Services position in Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of Horizon Financial Services's portfolio in Q2 2026, its #162 holding.
  • 273 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.