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J. Derek Lewis & Associates’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

J. Derek Lewis & Associates’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 		$1.04M Buy
24,138
+23
+0.1% +$960 0.2% 70
2026
Q1 		$951K Buy
24,115
+944
+4% +$38.3K 0.21% 62
2025
Q4 		$888K Buy
+23,171
New +$880K 0.21% 62

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

J. Derek Lewis & Associates's SDVY Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.1% in Q2 2026, buying an estimated $960 and bringing the position to 24,138 shares worth $1.04M. The position accounts for 0.2% of the portfolio, ranked #70.

J. Derek Lewis & Associates first reported a position in SDVY in Q4 2025 and has held it in 3 quarters since. 377 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • J. Derek Lewis & Associates held 24,138 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.04M as of Q2 2026.
  • J. Derek Lewis & Associates bought 23 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $960.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.2% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #70 holding.
  • J. Derek Lewis & Associates first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • 377 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.