IHT Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

IHT Wealth Management’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	$7.38M	Sell	171,163 -12,284	-7%	-$513K	0.16%	129
2026 Q1	$7.23M	Sell	183,447 -22,476	-11%	-$913K	0.17%	120
2025 Q4	$7.89M	Buy	205,923 +2,045	+1%	+$77.6K	0.19%	109
2025 Q3	$7.75M	Sell	203,878 -9,598	-4%	-$356K	0.2%	107
2025 Q2	$7.53M	Sell	213,476 -28,468	-12%	-$955K	0.21%	103
2025 Q1	$8.11M	Sell	241,944 -16,587	-6%	-$592K	0.25%	83
2024 Q4	$9.27M	Buy	258,531 +21,158	+9%	+$792K	0.3%	69
2024 Q3	$8.63M	Buy	237,373 +43,168	+22%	+$1.51M	0.24%	81
2024 Q2	$6.48M	Buy	194,205 +21,812	+13%	+$734K	0.24%	83
2024 Q1	$6M	Buy	172,393 +20,235	+13%	+$661K	0.24%	86
2023 Q4	$4.99M	Buy	152,158 +81,132	+114%	+$2.37M	0.22%	98
2023 Q3	$2.01M	Buy	71,026 +35,413	+99%	+$1.03M	0.1%	197
2023 Q2	$1.01M	Sell	35,613 -2,643	-7%	-$70.1K	0.05%	342
2023 Q1	$1.02M	Buy	38,256 +5,175	+16%	+$144K	0.06%	304
2022 Q4	$862K	Sell	33,081 -1,704	-5%	-$44.2K	0.05%	330
2022 Q3	$805K	Buy	34,785 +2,557	+8%	+$65K	0.06%	327
2022 Q2	$770K	Sell	32,228 -1,381	-4%	-$36.2K	0.07%	286
2022 Q1	$937K	Buy	+33,609	New	+$971K	0.07%	266

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

IHT Wealth Management's SDVY Position: Q2 2026 in Review

IHT Wealth Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 6.7% in Q2 2026, selling an estimated $513K and leaving 171,163 shares worth $7.38M. The position accounts for 0.16% of the portfolio, ranked #129.

IHT Wealth Management first reported a position in SDVY in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.27M in Q4 2024. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

IHT Wealth Management held 171,163 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $7.38M as of Q2 2026.
IHT Wealth Management sold 12,284 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $513K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.16% of IHT Wealth Management's portfolio in Q2 2026, its #129 holding.
IHT Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
IHT Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $9.27M 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 IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.