Insight Inv LLC’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Insight Inv LLC’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	$589K	Hold	13,645	–	–	0.28%	65
2026 Q1	$538K	Sell	13,645 -125	-0.9%	-$5.08K	0.29%	68
2025 Q4	$528K	Buy	13,770 +270	+2%	+$10.3K	0.3%	71
2025 Q3	$513K	Sell	13,500 -7,975	-37%	-$296K	0.3%	70
2025 Q2	$758K	Hold	21,475	–	–	0.51%	61
2025 Q1	$719K	Hold	21,475	–	–	0.49%	60
2024 Q4	$770K	Buy	+21,475	New	+$804K	0.54%	55

Other funds holding SDVY

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

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

Insight Inv LLC's SDVY Position: Q2 2026 in Review

Insight Inv LLC held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 13,645 shares worth $589K. The position accounts for 0.28% of the portfolio, ranked #65.

Insight Inv LLC first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $770K in Q4 2024. 182 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Insight Inv LLC held 13,645 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $589K as of Q2 2026.
Insight Inv LLC left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.28% of Insight Inv LLC's portfolio in Q2 2026, its #65 holding.
Insight Inv LLC first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Insight Inv LLC's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $770K in Q4 2024.
182 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.