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

IFG Advisory’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	$1.99M	Buy	+46,061	New	+$1.92M	0.07%	294
2026 Q1	–	Sell	-50,243	Closed	-$1.93M	–	773
2025 Q4	$1.93M	Sell	50,243 -21,214	-30%	-$805K	0.08%	248
2025 Q3	$2.72M	Sell	71,457 -74,544	-51%	-$2.77M	0.12%	193
2025 Q2	$5.15M	Buy	146,001 +2,776	+2%	+$93.1K	0.26%	100
2025 Q1	$4.8M	Sell	143,225 -1,635	-1%	-$58.3K	0.27%	97
2024 Q4	$5.19M	Buy	144,860 +12,237	+9%	+$458K	0.29%	89
2024 Q3	$4.82M	Buy	132,623 +73,806	+125%	+$2.58M	0.31%	90
2024 Q2	$1.96M	Buy	58,817 +6,511	+12%	+$219K	0.13%	193
2024 Q1	$1.82M	Buy	52,306 +946	+2%	+$30.9K	0.14%	200
2023 Q4	$1.68M	Sell	51,360 -2,511	-5%	-$73.3K	0.12%	193
2023 Q3	$1.52M	Sell	53,871 -889	-2%	-$26K	0.13%	192
2023 Q2	$1.55M	Sell	54,760 -1,702	-3%	-$45.2K	0.14%	185
2023 Q1	$1.5M	Buy	56,462 +3,558	+7%	+$98.7K	0.14%	173
2022 Q4	$1.38M	Buy	52,904 +22,690	+75%	+$589K	0.14%	163
2022 Q3	$698K	Sell	30,214 -3,933	-12%	-$100K	0.06%	267
2022 Q2	$815K	Buy	34,147 +264	+0.8%	+$6.91K	0.09%	225
2022 Q1	$944K	Buy	+33,883	New	+$979K	0.1%	213

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

IFG Advisory's SDVY Position: Q2 2026 in Review

IFG Advisory opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 46,061 shares worth $1.99M. The stake represents 0.07% of the portfolio and ranks #294 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SDVY as recently as Q4 2025.

IFG Advisory first reported a position in SDVY in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.19M in Q4 2024. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

IFG Advisory held 46,061 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.99M as of Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new IFG Advisory position in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.07% of IFG Advisory's portfolio in Q2 2026, its #294 holding.
IFG Advisory first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 17 quarters since.
IFG Advisory's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $5.19M in Q4 2024.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.