Inscription Capital’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Inscription Capital’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	$2.71M	Buy	62,784 +4,287	+7%	+$179K	0.24%	78
2026 Q1	$2.31M	Buy	58,497 +2,186	+4%	+$88.8K	0.24%	72
2025 Q4	$2.16M	Buy	56,311 +640	+1%	+$24.3K	0.22%	71
2025 Q3	$2.12M	Sell	55,671 -4,450	-7%	-$165K	0.23%	67
2025 Q2	$2.12M	Buy	+60,121	New	+$2.02M	0.31%	56
2024 Q3	$774K	Buy	21,274 +14,019	+193%	+$489K	0.12%	136
2024 Q2	$242K	Buy	+7,255	New	+$244K	0.04%	288

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

Inscription Capital's SDVY Position: Q2 2026 in Review

Inscription Capital increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 7.3% in Q2 2026, buying an estimated $179K and bringing the position to 62,784 shares worth $2.71M. The position accounts for 0.24% of the portfolio, ranked #78.

Inscription Capital first reported a position in SDVY in Q2 2024 and has held it in 7 quarters since. 578 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Inscription Capital held 62,784 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.71M as of Q2 2026.
Inscription Capital bought 4,287 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $179K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.24% of Inscription Capital's portfolio in Q2 2026, its #78 holding.
Inscription Capital first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 7 quarters since.
578 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.