LeClair Wealth Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

LeClair Wealth Partners’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	$2.23M	Buy	+51,705	New	+$2.16M	1.16%	25
2026 Q1	–	Sell	-52,442	Closed	-$2.01M	–	178
2025 Q4	$2.01M	Sell	52,442 -61,782	-54%	-$2.35M	1.17%	28
2025 Q3	$4.34M	Sell	114,224 -13,050	-10%	-$484K	2.71%	9
2025 Q2	$4.49M	Sell	127,274 -13,332	-9%	-$447K	3.05%	7
2025 Q1	$4.71M	Buy	140,606 +7,027	+5%	+$251K	3.39%	7
2024 Q4	$4.79M	Buy	+133,579	New	+$5M	3.19%	7

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

LeClair Wealth Partners's SDVY Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 51,705 shares worth $2.23M. The stake represents 1.16% of the portfolio and ranks #25 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in SDVY as recently as Q4 2025.

LeClair Wealth Partners first reported a position in SDVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.79M in Q4 2024. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

LeClair Wealth Partners held 51,705 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.23M as of Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new LeClair Wealth Partners position in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.16% of LeClair Wealth Partners's portfolio in Q2 2026, its #25 holding.
LeClair Wealth Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
LeClair Wealth Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $4.79M in Q4 2024.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.