Huntleigh Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Huntleigh Advisors’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	$1.58M	Buy	36,649 +1,596	+5%	+$66.6K	0.22%	100
2026 Q1	$1.38M	Buy	35,053 +1,005	+3%	+$40.8K	0.24%	98
2025 Q4	$1.3M	Sell	34,048 -27,339	-45%	-$1.04M	0.22%	103
2025 Q3	$2.33M	Buy	61,387 +1,329	+2%	+$49.3K	0.4%	67
2025 Q2	$2.12M	Buy	60,058 +2,031	+4%	+$68.1K	0.41%	63
2025 Q1	$1.94M	Buy	58,027 +5,559	+11%	+$198K	0.32%	66
2024 Q4	$1.88M	Buy	+52,468	New	+$1.96M	0.41%	59

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

Huntleigh Advisors's SDVY Position: Q2 2026 in Review

Huntleigh Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4.6% in Q2 2026, buying an estimated $66.6K and bringing the position to 36,649 shares worth $1.58M. The position accounts for 0.22% of the portfolio, ranked #100.

Huntleigh Advisors first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.33M in Q3 2025. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Huntleigh Advisors held 36,649 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.58M as of Q2 2026.
Huntleigh Advisors bought 1,596 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $66.6K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.22% of Huntleigh Advisors's portfolio in Q2 2026, its #100 holding.
Huntleigh Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Huntleigh Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.33M in Q3 2025.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Huntleigh Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.