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

Kraematon Investment 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	$924K	Buy	21,424 +12	+0.1%	+$501	0.69%	44
2026 Q1	$844K	Buy	21,412 +16	+0.1%	+$650	0.69%	40
2025 Q4	$820K	Sell	21,396 -1,340	-6%	-$50.9K	0.65%	47
2025 Q3	$864K	Sell	22,736 -69	-0.3%	-$2.56K	0.74%	37
2025 Q2	$805K	Sell	22,805 -206	-0.9%	-$6.91K	0.76%	40
2025 Q1	$771K	Buy	23,011 +4,396	+24%	+$157K	0.78%	42
2024 Q4	$667K	Buy	18,615 +6,075	+48%	+$227K	0.66%	47
2024 Q3	$456K	Buy	+12,540	New	+$438K	0.45%	58
2023 Q1	–	Sell	-4,834	Closed	-$126K	–	220
2022 Q4	$126K	Buy	+4,834	New	+$126K	0.14%	100

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

Kraematon Investment Advisors's SDVY Position: Q2 2026 in Review

Kraematon Investment Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.06% in Q2 2026, buying an estimated $501 and bringing the position to 21,424 shares worth $924K. The position accounts for 0.69% of the portfolio, ranked #44.

Kraematon Investment Advisors first reported a position in SDVY in Q4 2022 and has held it in 9 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Kraematon Investment Advisors held 21,424 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $924K as of Q2 2026.
Kraematon Investment Advisors bought 12 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $501.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.69% of Kraematon Investment Advisors's portfolio in Q2 2026, its #44 holding.
Kraematon Investment Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2022 and has held it in 9 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Kraematon Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.