Integrity Alliance’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Integrity Alliance’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	$2.23M	Buy	51,740 +1,259	+2%	+$52.5K	0.07%	214
2026 Q1	$1.99M	Sell	50,481 -576	-1%	-$23.4K	0.08%	204
2025 Q4	$1.96M	Buy	51,057 +38,000	+291%	+$1.44M	0.07%	211
2025 Q3	$496K	Buy	+13,057	New	+$484K	0.02%	357
2025 Q2	–	Sell	-15,971	Closed	-$535K	–	641
2025 Q1	$535K	Buy	+15,971	New	+$570K	0.02%	379

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

Integrity Alliance's SDVY Position: Q2 2026 in Review

Integrity Alliance increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.5% in Q2 2026, buying an estimated $52.5K and bringing the position to 51,740 shares worth $2.23M. The position accounts for 0.07% of the portfolio, ranked #214.

Integrity Alliance first reported a position in SDVY in Q1 2025 and has held it in 5 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Integrity Alliance held 51,740 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.23M as of Q2 2026.
Integrity Alliance bought 1,259 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $52.5K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.07% of Integrity Alliance's portfolio in Q2 2026, its #214 holding.
Integrity Alliance first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2025 and has held it in 5 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.