JPL Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

JPL Wealth Management’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	$5.08M	Sell	117,747 -3,795	-3%	-$158K	1.01%	33
2026 Q1	$4.79M	Sell	121,542 -3,007	-2%	-$122K	1.1%	29
2025 Q4	$4.77M	Sell	124,549 -5,295	-4%	-$201K	1.16%	33
2025 Q3	$4.94M	Sell	129,844 -2,410	-2%	-$89.4K	1.17%	24
2025 Q2	$4.67M	Buy	132,254 +104	+0.1%	+$3.49K	1.26%	26
2025 Q1	$4.43M	Buy	132,150 +4,282	+3%	+$153K	1.26%	26
2024 Q4	$4.58M	Buy	+127,868	New	+$4.78M	1.31%	21

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

JPL Wealth Management's SDVY Position: Q2 2026 in Review

JPL Wealth Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.1% in Q2 2026, selling an estimated $158K and leaving 117,747 shares worth $5.08M. The position accounts for 1.01% of the portfolio, ranked #33.

JPL Wealth Management first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 578 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

JPL Wealth Management held 117,747 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $5.08M as of Q2 2026.
JPL Wealth Management sold 3,795 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $158K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.01% of JPL Wealth Management's portfolio in Q2 2026, its #33 holding.
JPL Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
578 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.