KMG Fiduciary Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

KMG Fiduciary Partners’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	–	Sell	-119,437	Closed	-$4.71M	–	258
2026 Q1	$4.71M	Buy	119,437 +5,727	+5%	+$233K	0.35%	80
2025 Q4	$4.36M	Buy	113,710 +408	+0.4%	+$15.5K	0.31%	80
2025 Q3	$4.31M	Buy	113,302 +1,709	+2%	+$63.4K	0.29%	86
2025 Q2	$3.94M	Buy	111,593 +8,615	+8%	+$289K	0.29%	83
2025 Q1	$3.45M	Buy	102,978 +17,368	+20%	+$620K	0.29%	86
2024 Q4	$3.07M	Buy	85,610 +5,375	+7%	+$201K	0.25%	94
2024 Q3	$2.92M	Buy	80,235 +62,436	+351%	+$2.18M	0.25%	93
2024 Q2	$594K	Buy	+17,799	New	+$599K	0.06%	175

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

KMG Fiduciary Partners's SDVY Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026, closing a stake of 119,437 shares — an estimated $4.71M sold.

KMG Fiduciary Partners first reported a position in SDVY in Q2 2024 and held it in 8 quarters. The position peaked at $4.71M in Q1 2026. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

KMG Fiduciary Partners reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
KMG Fiduciary Partners sold 119,437 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $4.71M.
KMG Fiduciary Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and held it in 8 quarters.
KMG Fiduciary Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $4.71M in Q1 2026.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.