Keystone Financial Group (Kentucky)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Keystone Financial Group (Kentucky)’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	$926K	Buy	21,458 +126	+0.6%	+$5.26K	0.05%	233
2026 Q1	$844K	Buy	21,332 +830	+4%	+$33.7K	0.06%	221
2025 Q4	$786K	Buy	+20,502	New	+$778K	0.06%	197
2025 Q3	–	Sell	-65,650	Closed	-$2.32M	–	476
2025 Q2	$2.32M	Sell	65,650 -7,958	-11%	-$267K	0.21%	85
2025 Q1	$2.47M	Buy	73,608 +12,589	+21%	+$449K	0.25%	82
2024 Q4	$2.19M	Buy	61,019 +5,761	+10%	+$216K	0.22%	89
2024 Q3	$2.01M	Buy	+55,258	New	+$1.93M	0.26%	73
2024 Q2	–	Sell	-37,676	Closed	-$1.31M	–	277
2024 Q1	$1.31M	Buy	+37,676	New	+$1.23M	0.19%	89

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

Keystone Financial Group (Kentucky)'s SDVY Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.59% in Q2 2026, buying an estimated $5.26K and bringing the position to 21,458 shares worth $926K. The position accounts for 0.05% of the portfolio, ranked #233.

Keystone Financial Group (Kentucky) first reported a position in SDVY in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.47M in Q1 2025. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Keystone Financial Group (Kentucky) held 21,458 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $926K as of Q2 2026.
Keystone Financial Group (Kentucky) bought 126 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $5.26K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.05% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #233 holding.
Keystone Financial Group (Kentucky) first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 8 quarters since.
Keystone Financial Group (Kentucky)'s First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.47M in Q1 2025.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.