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 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 $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

Krilogy Financial's SDVY Position: Q2 2026 in Review

Krilogy Financial reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.75% in Q2 2026, selling an estimated $4.88K and leaving 15,450 shares worth $667K. The position accounts for 0.02% of the portfolio, ranked #533.

Krilogy Financial first reported a position in SDVY in Q1 2024 and has held it in 9 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Krilogy Financial held 15,450 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $667K as of Q2 2026.
Krilogy Financial sold 117 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $4.88K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #533 holding.
Krilogy Financial first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 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 Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.