Krilogy Financial’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Krilogy Financial’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 Q3	$567K	Sell	13,723 -1,727	-11%	-$74.6K	0.02%	625
2026 Q2	$667K	Sell	15,450 -117	-0.8%	-$4.88K	0.02%	533
2026 Q1	$644K	Sell	15,567 -777	-5%	-$31.6K	0.02%	502
2025 Q4	$662K	Sell	16,344 -546	-3%	-$20.7K	0.02%	460
2025 Q3	$636K	Buy	+16,890	New	+$627K	0.02%	453
2025 Q2	–	Sell	-10,894	Closed	-$365K	–	263
2025 Q1	$365K	Buy	10,894 +1	+0%	+$36	0.02%	208
2024 Q4	$391K	Buy	10,893 +1	+0%	+$37	0.03%	203
2024 Q3	$396K	Buy	10,892 +481	+5%	+$16.8K	0.03%	202
2024 Q2	$348K	Buy	10,411 +1	+0%	+$34	0.03%	216
2024 Q1	$362K	Buy	+10,410	New	+$340K	0.03%	210

Other funds holding SDVY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Krilogy Financial's SDVY Position: Q3 2026 in Review

Krilogy Financial reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 11% in Q3 2026, selling an estimated $74.6K and leaving 13,723 shares worth $567K. The position accounts for 0.02% of the portfolio, ranked #625.

Krilogy Financial first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. The position peaked at $667K in Q2 2026. 382 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Krilogy Financial held 13,723 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $567K as of Q3 2026.
Krilogy Financial sold 1,727 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $74.6K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #625 holding.
Krilogy Financial first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
Krilogy Financial's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $667K in Q2 2026.
382 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.