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

Kingsview 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	$5.28M	Buy	122,499 +12,836	+12%	+$536K	0.06%	282
2026 Q1	$4.32M	Buy	109,663 +18,667	+21%	+$758K	0.06%	334
2025 Q4	$3.49M	Buy	90,996 +4,920	+6%	+$187K	0.05%	352
2025 Q3	$3.27M	Sell	86,076 -22,914	-21%	-$850K	0.05%	360
2025 Q2	$3.85M	Sell	108,990 -1,626	-1%	-$54.6K	0.07%	295
2025 Q1	$3.71M	Buy	110,616 +33,459	+43%	+$1.19M	0.07%	260
2024 Q4	$2.77M	Buy	77,157 +6,777	+10%	+$254K	0.05%	317
2024 Q3	$2.56M	Buy	70,380 +3,761	+6%	+$131K	0.05%	310
2024 Q2	$2.22M	Buy	66,619 +4,893	+8%	+$165K	0.05%	325
2024 Q1	$2.15M	Buy	61,726 +534	+0.9%	+$17.4K	0.05%	326
2023 Q4	$2.01M	Buy	61,192 +12,730	+26%	+$372K	0.06%	278
2023 Q3	$1.37M	Buy	48,462 +5,773	+14%	+$169K	0.05%	361
2023 Q2	$1.21M	Sell	42,689 -111	-0.3%	-$2.94K	0.05%	352
2023 Q1	$1.14M	Buy	42,800 +4,478	+12%	+$124K	0.05%	358
2022 Q4	$998K	Buy	38,322 +1,897	+5%	+$49.3K	0.04%	346
2022 Q3	$842K	Sell	36,425 -4,822	-12%	-$123K	0.04%	367
2022 Q2	$985K	Buy	41,247 +3,088	+8%	+$80.9K	0.05%	369
2022 Q1	$1.06M	Buy	38,159 +15,633	+69%	+$451K	0.05%	374
2021 Q4	$683K	Buy	+22,526	New	+$671K	0.03%	502

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

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

Kingsview Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 12% in Q2 2026, buying an estimated $536K and bringing the position to 122,499 shares worth $5.28M. The position accounts for 0.06% of the portfolio, ranked #282.

Kingsview Wealth Management first reported a position in SDVY in Q4 2021 and has held it in 19 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Kingsview Wealth Management held 122,499 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $5.28M as of Q2 2026.
Kingsview Wealth Management bought 12,836 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $536K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.06% of Kingsview Wealth Management's portfolio in Q2 2026, its #282 holding.
Kingsview Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.