Koshinski Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Koshinski Asset 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	$1.92M	Buy	44,515 +1,139	+3%	+$47.5K	0.1%	189
2026 Q1	$1.71M	Buy	43,376 +1,373	+3%	+$55.8K	0.11%	179
2025 Q4	$1.61M	Sell	42,003 -10,537	-20%	-$400K	0.1%	186
2025 Q3	$2M	Buy	52,540 +956	+2%	+$35.5K	0.13%	157
2025 Q2	$1.82M	Buy	51,584 +4,914	+11%	+$165K	0.14%	149
2025 Q1	$1.56M	Sell	46,670 -1,401	-3%	-$50K	0.13%	162
2024 Q4	$1.72M	Buy	48,071 +668	+1%	+$25K	0.15%	139
2024 Q3	$1.72M	Buy	47,403 +5,681	+14%	+$198K	0.15%	139
2024 Q2	$1.37M	Buy	41,722 +1,518	+4%	+$51.1K	0.13%	158
2024 Q1	$1.4M	Sell	40,204 -22,724	-36%	-$742K	0.14%	152
2023 Q4	$2.06M	Buy	62,928 +23,689	+60%	+$691K	0.31%	90
2023 Q3	$1.11M	Sell	39,239 -1,652	-4%	-$48.2K	0.13%	162
2023 Q2	$1.16M	Sell	40,891 -20,579	-33%	-$546K	0.12%	171
2023 Q1	$1.64M	Sell	61,470 -870	-1%	-$24.1K	0.16%	135
2022 Q4	$1.62M	Sell	62,340 -7,812	-11%	-$203K	0.16%	147
2022 Q3	$1.62M	Buy	70,152 +319	+0.5%	+$8.12K	0.19%	128
2022 Q2	$1.67M	Buy	69,833 +28,407	+69%	+$744K	0.17%	147
2022 Q1	$1.15M	Buy	41,426 +6,598	+19%	+$191K	0.09%	231
2021 Q4	$1.06M	Buy	34,828 +33,173	+2,004%	+$988K	0.09%	247
2021 Q3	$46.8K	Buy	+1,655	New	+$47.9K	﹤0.01%	1146

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

Koshinski Asset Management's SDVY Position: Q2 2026 in Review

Koshinski Asset Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.6% in Q2 2026, buying an estimated $47.5K and bringing the position to 44,515 shares worth $1.92M. The position accounts for 0.1% of the portfolio, ranked #189.

Koshinski Asset Management first reported a position in SDVY in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.06M in Q4 2023. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Koshinski Asset Management held 44,515 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.92M as of Q2 2026.
Koshinski Asset Management bought 1,139 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $47.5K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.1% of Koshinski Asset Management's portfolio in Q2 2026, its #189 holding.
Koshinski Asset Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2021 and has held it in 20 quarters since.
Koshinski Asset Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.06M in Q4 2023.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.