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Independent Wealth Network’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Independent Wealth Network’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 		$847K Buy
19,642
+1,344
+7% +$56.1K 0.22% 123
2026
Q1 		$721K Buy
18,298
+301
+2% +$12.2K 0.21% 121
2025
Q4 		$690K Sell
17,997
-2,276
-11% -$86.4K 0.21% 114
2025
Q3 		$771K Buy
20,273
+423
+2% +$15.7K 0.25% 104
2025
Q2 		$700K Sell
19,850
-567
-3% -$19K 0.25% 95
2025
Q1 		$684K Sell
20,417
-2,066
-9% -$73.7K 0.27% 91
2024
Q4 		$806K Buy
22,483
+5,519
+33% +$207K 0.33% 82
2024
Q3 		$617K Buy
16,964
+2,000
+13% +$69.8K 0.27% 94
2024
Q2 		$499K Buy
14,964
+3,341
+29% +$112K 0.23% 116
2024
Q1 		$405K Buy
+11,623
New +$379K 0.19% 133

Other funds holding SDVY

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Independent Wealth Network's SDVY Position: Q2 2026 in Review

Independent Wealth Network increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 7.3% in Q2 2026, buying an estimated $56.1K and bringing the position to 19,642 shares worth $847K. The position accounts for 0.22% of the portfolio, ranked #123.

Independent Wealth Network first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. 145 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Independent Wealth Network held 19,642 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $847K as of Q2 2026.
  • Independent Wealth Network bought 1,344 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $56.1K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.22% of Independent Wealth Network's portfolio in Q2 2026, its #123 holding.
  • Independent Wealth Network first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
  • 145 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.