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

Keystone Financial Services (Nebraska)’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	$871K	Buy	20,195 +39	+0.2%	+$1.63K	0.52%	30
2026 Q1	$795K	Buy	20,156 +341	+2%	+$13.8K	0.53%	29
2025 Q4	$759K	Buy	19,815 +252	+1%	+$9.57K	0.52%	29
2025 Q3	$744K	Buy	19,563 +431	+2%	+$16K	0.52%	30
2025 Q2	$675K	Buy	19,132 +756	+4%	+$25.4K	0.51%	30
2025 Q1	$616K	Buy	18,376 +2,377	+15%	+$84.8K	0.52%	30
2024 Q4	$574K	Buy	+15,999	New	+$599K	0.53%	28

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 Services (Nebraska)'s SDVY Position: Q2 2026 in Review

Keystone Financial Services (Nebraska) increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.19% in Q2 2026, buying an estimated $1.63K and bringing the position to 20,195 shares worth $871K. The position accounts for 0.52% of the portfolio, ranked #30.

Keystone Financial Services (Nebraska) first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Keystone Financial Services (Nebraska) held 20,195 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $871K as of Q2 2026.
Keystone Financial Services (Nebraska) bought 39 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.63K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.52% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #30 holding.
Keystone Financial Services (Nebraska) first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q2 2026, filed 24 Jul 2026.