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IFS Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

IFS Group’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 		$582K Buy
13,497
+1,626
+14% +$67.8K 0.8% 39
2026
Q1 		$468K Buy
+11,871
New +$482K 0.42% 73
2025
Q3 		$200K Buy
+5,274
New +$196K 0.18% 143

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

IFS Group's SDVY Position: Q2 2026 in Review

IFS Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 14% in Q2 2026, buying an estimated $67.8K and bringing the position to 13,497 shares worth $582K. The position accounts for 0.8% of the portfolio, ranked #39.

IFS Group first reported a position in SDVY in Q3 2025 and has held it in 3 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • IFS Group held 13,497 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $582K as of Q2 2026.
  • IFS Group bought 1,626 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $67.8K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.8% of IFS Group's portfolio in Q2 2026, its #39 holding.
  • IFS Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2025 and has held it in 3 quarters since.
  • 580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on IFS Group's 13F filing for Q2 2026, filed 23 Jul 2026.