Kingswood Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Kingswood Wealth Advisors’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	$2.11M	Buy	48,951 +3,432	+8%	+$143K	0.09%	252
2026 Q1	$1.79M	Buy	45,519 +3,015	+7%	+$122K	0.09%	256
2025 Q4	$1.63M	Buy	42,504 +1,530	+4%	+$58.1K	0.08%	252
2025 Q3	$1.56M	Buy	40,974 +2,309	+6%	+$85.7K	0.09%	222
2025 Q2	$1.36M	Sell	38,665 -30	-0.1%	-$1.01K	0.11%	205
2025 Q1	$1.3M	Buy	38,695 +6,191	+19%	+$221K	0.12%	205
2024 Q4	$1.17M	Buy	32,504 +12,007	+59%	+$449K	0.09%	239
2024 Q3	$746K	Buy	20,497 +3,614	+21%	+$126K	0.05%	354
2024 Q2	$564K	Buy	16,883 +1,476	+10%	+$49.7K	0.05%	358
2024 Q1	$536K	Buy	+15,407	New	+$503K	0.06%	330

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

Kingswood Wealth Advisors's SDVY Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 7.5% in Q2 2026, buying an estimated $143K and bringing the position to 48,951 shares worth $2.11M. The position accounts for 0.09% of the portfolio, ranked #252.

Kingswood Wealth Advisors first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Kingswood Wealth Advisors held 48,951 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.11M as of Q2 2026.
Kingswood Wealth Advisors bought 3,432 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $143K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.09% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #252 holding.
Kingswood Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.