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

Kovack 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	$1.27M	Sell	29,391 -325	-1%	-$13.6K	0.06%	313
2026 Q1	$1.18M	Buy	29,716 +1,067	+4%	+$43.3K	0.06%	315
2025 Q4	$1.1M	Buy	28,649 +11,109	+63%	+$422K	0.05%	344
2025 Q3	$667K	Buy	17,540 +619	+4%	+$23K	0.06%	265
2025 Q2	$597K	Sell	16,921 -533	-3%	-$17.9K	0.06%	284
2025 Q1	$585K	Buy	17,454 +2,872	+20%	+$102K	0.06%	264
2024 Q4	$523K	Buy	14,582 +5,767	+65%	+$216K	0.05%	294
2024 Q3	$321K	Buy	8,815 +1,098	+14%	+$38.3K	0.03%	423
2024 Q2	$258K	Buy	+7,717	New	+$260K	0.03%	458

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

Kovack Advisors's SDVY Position: Q2 2026 in Review

Kovack Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.1% in Q2 2026, selling an estimated $13.6K and leaving 29,391 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #313.

Kovack Advisors first reported a position in SDVY in Q2 2024 and has held it in 9 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Kovack Advisors held 29,391 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.27M as of Q2 2026.
Kovack Advisors sold 325 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $13.6K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.06% of Kovack Advisors's portfolio in Q2 2026, its #313 holding.
Kovack Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.