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

Laraway Financial 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	$522K	Buy	12,105 +101	+0.8%	+$4.21K	0.32%	74
2026 Q1	$473K	Buy	12,004 +1,427	+13%	+$58K	0.33%	75
2025 Q4	$405K	Buy	10,577 +226	+2%	+$8.58K	0.26%	82
2025 Q3	$394K	Buy	10,351 +177	+2%	+$6.57K	0.27%	87
2025 Q2	$359K	Sell	10,174 -300	-3%	-$10.1K	0.27%	84
2025 Q1	$351K	Buy	10,474 +3,660	+54%	+$131K	0.28%	84
2024 Q4	$244K	Buy	+6,814	New	+$255K	0.19%	105

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

Laraway Financial Advisors's SDVY Position: Q2 2026 in Review

Laraway Financial Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.84% in Q2 2026, buying an estimated $4.21K and bringing the position to 12,105 shares worth $522K. The position accounts for 0.32% of the portfolio, ranked #74.

Laraway Financial Advisors first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Laraway Financial Advisors held 12,105 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $522K as of Q2 2026.
Laraway Financial Advisors bought 101 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $4.21K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.32% of Laraway Financial Advisors's portfolio in Q2 2026, its #74 holding.
Laraway Financial Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Laraway Financial Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.