Impact Partnership Wealth’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Impact Partnership Wealth’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	$415K	Sell	9,626 -1,084	-10%	-$45.2K	0.04%	287
2026 Q1	$422K	Buy	10,710 +226	+2%	+$9.18K	0.05%	227
2025 Q4	$402K	Sell	10,484 -357	-3%	-$13.6K	0.05%	233
2025 Q3	$412K	Sell	10,841 -2,476	-19%	-$91.8K	0.06%	188
2025 Q2	$470K	Sell	13,317 -1,371	-9%	-$46K	0.09%	147
2025 Q1	$492K	Buy	14,688 +684	+5%	+$24.4K	0.11%	112
2024 Q4	$502K	Buy	14,004 +1,487	+12%	+$55.6K	0.1%	126
2024 Q3	$455K	Buy	+12,517	New	+$437K	0.1%	126

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

Impact Partnership Wealth's SDVY Position: Q2 2026 in Review

Impact Partnership Wealth reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 10% in Q2 2026, selling an estimated $45.2K and leaving 9,626 shares worth $415K. The position accounts for 0.04% of the portfolio, ranked #287.

Impact Partnership Wealth first reported a position in SDVY in Q3 2024 and has held it in 8 quarters since. The position peaked at $502K in Q4 2024. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Impact Partnership Wealth held 9,626 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $415K as of Q2 2026.
Impact Partnership Wealth sold 1,084 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $45.2K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.04% of Impact Partnership Wealth's portfolio in Q2 2026, its #287 holding.
Impact Partnership Wealth first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
Impact Partnership Wealth's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $502K in Q4 2024.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.