KPP Advisory Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.33M Buy
169,797
+1,219
+0.7% +$50.9K 0.93% 26
2026
Q1
$6.65M Sell
168,578
-10,610
-6% -$431K 0.97% 25
2025
Q4
$6.87M Sell
179,188
-5,529
-3% -$210K 1% 22
2025
Q3
$7.02M Buy
184,717
+143,774
+351% +$5.33M 1.04% 19
2025
Q2
$1.44M Sell
40,943
-41,202
-50% -$1.38M 0.24% 96
2025
Q1
$2.75M Buy
82,145
+11,158
+16% +$398K 0.52% 49
2024
Q4
$2.54M Buy
70,987
+4,100
+6% +$153K 0.6% 44
2024
Q3
$2.43M Buy
66,887
+47,106
+238% +$1.64M 0.58% 48
2024
Q2
$660K Buy
19,781
+3,634
+23% +$122K 0.18% 111
2024
Q1
$562K Buy
+16,147
New +$527K 0.15% 119

Other funds holding SDVY

KPP Advisory Services's SDVY Position: Q2 2026 in Review

KPP Advisory Services increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.72% in Q2 2026, buying an estimated $50.9K and bringing the position to 169,797 shares worth $7.33M. The position accounts for 0.93% of the portfolio, ranked #26.

KPP Advisory Services 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.

  • KPP Advisory Services held 169,797 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $7.33M as of Q2 2026.
  • KPP Advisory Services bought 1,219 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $50.9K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.93% of KPP Advisory Services's portfolio in Q2 2026, its #26 holding.
  • KPP Advisory Services 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 KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.