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

Larson Financial Group’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	$583K	Buy	14,364 +1,808	+14%	+$78.1K	0.01%	533
2026 Q2	$542K	Sell	12,556 -10	-0.1%	-$417	0.01%	533
2026 Q1	$495K	Buy	12,566 +1,454	+13%	+$59.1K	0.02%	478
2025 Q4	$426K	Buy	11,112 +659	+6%	+$25K	0.01%	512
2025 Q3	$397K	Buy	10,453 +2,918	+39%	+$108K	0.01%	526
2025 Q2	$266K	Buy	7,535 +1,807	+32%	+$60.6K	0.01%	602
2025 Q1	$192K	Buy	5,728 +770	+16%	+$27.5K	0.01%	630
2024 Q4	$178K	Buy	4,958 +885	+22%	+$33.1K	0.01%	598
2024 Q3	$148K	Buy	4,073 +148	+4%	+$5.17K	0.01%	641
2024 Q2	$131K	Hold	3,925	–	–	0.01%	582
2024 Q1	$137K	Hold	3,925	–	–	0.01%	485
2023 Q4	$129K	Hold	3,925	–	–	0.01%	439
2023 Q3	$111K	Hold	3,925	–	–	0.01%	436
2023 Q2	$111K	Buy	3,925 +950	+32%	+$25.2K	0.01%	409
2023 Q1	$79.3K	Buy	2,975 +770	+35%	+$21.4K	0.01%	462
2022 Q4	$57.4K	Buy	2,205 +575	+35%	+$14.9K	0.01%	495
2022 Q3	$38K	Buy	+1,630	New	+$41.5K	0.01%	515

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

Larson Financial Group's SDVY Position: Q3 2026 in Review

Larson Financial Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 14% in Q3 2026, buying an estimated $78.1K and bringing the position to 14,364 shares worth $583K. The position accounts for 0.01% of the portfolio, ranked #533.

Larson Financial Group first reported a position in SDVY in Q3 2022 and has held it in 17 quarters since. 382 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Larson Financial Group held 14,364 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $583K as of Q3 2026.
Larson Financial Group bought 1,808 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $78.1K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #533 holding.
Larson Financial Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2022 and has held it in 17 quarters since.
382 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.