Insigneo Advisory Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVY
CIA
HI
Insigneo Advisory Services's SDVY Position: Q2 2026 in Review
Insigneo Advisory Services increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4.9% in Q2 2026, buying an estimated $111K and bringing the position to 56,456 shares worth $2.44M. The position accounts for 0.09% of the portfolio, ranked #166.
Insigneo Advisory Services first reported a position in SDVY in Q2 2024 and has held it in 9 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.
- Insigneo Advisory Services held 56,456 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.44M as of Q2 2026.
- Insigneo Advisory Services bought 2,655 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $111K.
- First Trust SMID Cap Rising Dividend Achievers ETF made up 0.09% of Insigneo Advisory Services's portfolio in Q2 2026, its #166 holding.
- Insigneo Advisory Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
- 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.
Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.