IFC & Insurance Marketing’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

IFC & Insurance Marketing’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	$4.1M	Buy	95,140 +6,746	+8%	+$281K	3.61%	9
2026 Q1	$3.49M	Buy	88,394 +28,701	+48%	+$1.17M	3.64%	9
2025 Q4	$2.29M	Buy	+59,693	New	+$2.27M	2.27%	10

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

IFC & Insurance Marketing's SDVY Position: Q2 2026 in Review

IFC & Insurance Marketing increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 7.6% in Q2 2026, buying an estimated $281K and bringing the position to 95,140 shares worth $4.1M. The position accounts for 3.61% of the portfolio, ranked #9.

IFC & Insurance Marketing first reported a position in SDVY in Q4 2025 and has held it in 3 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

IFC & Insurance Marketing held 95,140 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $4.1M as of Q2 2026.
IFC & Insurance Marketing bought 6,746 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $281K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 3.61% of IFC & Insurance Marketing's portfolio in Q2 2026, its #9 holding.
IFC & Insurance Marketing first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on IFC & Insurance Marketing's 13F filing for Q2 2026, filed 9 Jul 2026.