Ipsen Advisor Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Ipsen Advisor Group’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	$2.84M	Buy	65,909 +675	+1%	+$28.2K	1.83%	16
2026 Q1	$2.57M	Buy	65,234 +3,371	+5%	+$137K	1.8%	15
2025 Q4	$2.37M	Buy	61,863 +1,916	+3%	+$72.7K	1.68%	18
2025 Q3	$2.28M	Buy	59,947 +1,687	+3%	+$62.6K	1.64%	16
2025 Q2	$2.06M	Buy	58,260 +4,049	+7%	+$136K	1.57%	16
2025 Q1	$1.82M	Buy	54,211 +5,713	+12%	+$204K	1.56%	15
2024 Q4	$1.74M	Buy	+48,498	New	+$1.81M	1.49%	16

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

Ipsen Advisor Group's SDVY Position: Q2 2026 in Review

Ipsen Advisor Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1% in Q2 2026, buying an estimated $28.2K and bringing the position to 65,909 shares worth $2.84M. The position accounts for 1.83% of the portfolio, ranked #16.

Ipsen Advisor Group first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Ipsen Advisor Group held 65,909 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.84M as of Q2 2026.
Ipsen Advisor Group bought 675 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $28.2K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.83% of Ipsen Advisor Group's portfolio in Q2 2026, its #16 holding.
Ipsen Advisor Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.