JT Stratford LLC’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

JT Stratford LLC’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	$444K	Buy	10,282 +229	+2%	+$9.55K	0.05%	228
2026 Q1	$396K	Hold	10,053	–	–	0.05%	242
2025 Q4	$385K	Hold	10,053	–	–	0.05%	245
2025 Q3	$382K	Sell	10,053 -76	-0.8%	-$2.82K	0.05%	237
2025 Q2	$357K	Buy	10,129 +76	+0.8%	+$2.55K	0.05%	225
2025 Q1	$337K	Hold	10,053	–	–	0.06%	223
2024 Q4	$360K	Hold	10,053	–	–	0.06%	220
2024 Q3	$366K	Hold	10,053	–	–	0.06%	222
2024 Q2	$336K	Buy	+10,053	New	+$338K	0.06%	221

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

JT Stratford LLC's SDVY Position: Q2 2026 in Review

JT Stratford LLC increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.3% in Q2 2026, buying an estimated $9.55K and bringing the position to 10,282 shares worth $444K. The position accounts for 0.05% of the portfolio, ranked #228.

JT Stratford LLC first reported a position in SDVY in Q2 2024 and has held it in 9 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

JT Stratford LLC held 10,282 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $444K as of Q2 2026.
JT Stratford LLC bought 229 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $9.55K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.05% of JT Stratford LLC's portfolio in Q2 2026, its #228 holding.
JT Stratford LLC first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.