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

IFP 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 		$724K Buy
16,772
+344
+2% +$14.4K 0.01% 883
2026
Q1 		$648K Buy
16,428
+1,414
+9% +$57.4K 0.01% 861
2025
Q4 		$575K Buy
15,014
+5,748
+62% +$218K 0.01% 870
2025
Q3 		$352K Sell
9,266
-10,700
-54% -$397K 0.01% 1011
2025
Q2 		$704K Sell
19,966
-9,894
-33% -$332K 0.02% 706
2025
Q1 		$1M Sell
29,860
-61,305
-67% -$2.19M 0.03% 549
2024
Q4 		$3.27M Buy
91,165
+25,745
+39% +$963K 0.11% 212
2024
Q3 		$2.38M Buy
65,420
+13,372
+26% +$467K 0.09% 258
2024
Q2 		$1.74M Sell
52,048
-2,065
-4% -$69.5K 0.07% 295
2024
Q1 		$1.88M Sell
54,113
-8,438
-13% -$275K 0.08% 263
2023
Q4 		$2.05M Buy
62,551
+15,693
+33% +$458K 0.1% 230
2023
Q3 		$1.32M Buy
46,858
+16,231
+53% +$474K 0.06% 327
2023
Q2 		$867K Sell
30,627
-1,607
-5% -$42.6K 0.04% 468
2023
Q1 		$680K Sell
32,234
-45,546
-59% -$1.26M 0.03% 497
2022
Q4 		$1.65M Buy
77,780
+2,597
+3% +$67.4K 0.04% 433
2022
Q3 		$1.59M Buy
75,183
+1,168
+2% +$29.7K 0.04% 481
2022
Q2 		$1.56M Hold
74,015
– – 0.05% 431
2022
Q1 		$1.56M Buy
+74,015
New +$2.14M 0.05% 431

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

IFP Advisors's SDVY Position: Q2 2026 in Review

IFP Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.1% in Q2 2026, buying an estimated $14.4K and bringing the position to 16,772 shares worth $724K. The position accounts for 0.01% of the portfolio, ranked #883.

IFP Advisors first reported a position in SDVY in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.27M in Q4 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • IFP Advisors held 16,772 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $724K as of Q2 2026.
  • IFP Advisors bought 344 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $14.4K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #883 holding.
  • IFP Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
  • IFP Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.27M in Q4 2024.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.