IFG
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Independent Financial Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Independent Financial 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 		$18.1M Buy
418,522
+432
+0.1% +$18K 0.34% 46
2026
Q1 		$16.5M Buy
418,090
+17,233
+4% +$700K 0.37% 42
2025
Q4 		$15.4M Sell
400,857
-4,486
-1% -$170K 0.34% 51
2025
Q3 		$15.4M Buy
405,343
+2,165
+0.5% +$80.3K 0.37% 41
2025
Q2 		$14.2M Sell
403,178
-153,708
-28% -$5.16M 0.39% 40
2025
Q1 		$18.7M Buy
556,886
+23,952
+4% +$854K 0.64% 23
2024
Q4 		$19.1M Buy
532,934
+211,414
+66% +$7.91M 0.63% 23
2024
Q3 		$11.7M Buy
321,520
+20,199
+7% +$705K 0.43% 34
2024
Q2 		$10.1M Buy
301,321
+404
+0.1% +$13.6K 0.4% 37
2024
Q1 		$10.5M Buy
300,917
+123,142
+69% +$4.02M 0.48% 29
2023
Q4 		$5.83M Buy
177,775
+3,492
+2% +$102K 0.31% 65
2023
Q3 		$4.92M Buy
174,283
+19,202
+12% +$561K 0.32% 58
2023
Q2 		$4.39M Buy
155,081
+78,545
+103% +$2.08M 0.3% 60
2023
Q1 		$2.04M Buy
76,536
+45,362
+146% +$1.26M 0.16% 137
2022
Q4 		$812K Buy
31,174
+1,541
+5% +$40K 0.07% 292
2022
Q3 		$685K Buy
29,633
+5,659
+24% +$144K 0.06% 317
2022
Q2 		$572K Buy
23,974
+3,712
+18% +$97.2K 0.06% 344
2022
Q1 		$565K Buy
+20,262
New +$585K 0.05% 394

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Independent Financial Group's SDVY Position: Q2 2026 in Review

Independent Financial Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.1% in Q2 2026, buying an estimated $18K and bringing the position to 418,522 shares worth $18.1M. The position accounts for 0.34% of the portfolio, ranked #46.

Independent Financial Group first reported a position in SDVY in Q1 2022 and has held it in 18 quarters since. The position peaked at $19.1M in Q4 2024. 558 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Independent Financial Group held 418,522 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $18.1M as of Q2 2026.
  • Independent Financial Group bought 432 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $18K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.34% of Independent Financial Group's portfolio in Q2 2026, its #46 holding.
  • Independent Financial Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
  • Independent Financial Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $19.1M in Q4 2024.
  • 558 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.