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Integrated Investment Consultants’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Integrated Investment Consultants’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 		$283K Sell
6,555
-350
-5% -$14.6K 0.06% 214
2026
Q1 		$272K Buy
6,905
+400
+6% +$16.2K 0.06% 210
2025
Q4 		$249K Buy
6,505
+472
+8% +$17.9K 0.05% 233
2025
Q3 		$229K Hold
6,033
– – 0.04% 296
2025
Q2 		$213K Buy
+6,033
New +$202K 0.04% 298

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Integrated Investment Consultants's SDVY Position: Q2 2026 in Review

Integrated Investment Consultants reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.1% in Q2 2026, selling an estimated $14.6K and leaving 6,555 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #214.

Integrated Investment Consultants first reported a position in SDVY in Q2 2025 and has held it in 5 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Integrated Investment Consultants held 6,555 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $283K as of Q2 2026.
  • Integrated Investment Consultants sold 350 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $14.6K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.06% of Integrated Investment Consultants's portfolio in Q2 2026, its #214 holding.
  • Integrated Investment Consultants first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2025 and has held it in 5 quarters since.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.