Level Four Advisory Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Level Four Advisory Services's SDVY Position: Q2 2026 in Review

Level Four Advisory Services increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3% in Q2 2026, buying an estimated $45.7K and bringing the position to 37,433 shares worth $1.61M. The position accounts for 0.05% of the portfolio, ranked #348.

Level Four Advisory Services first reported a position in SDVY in Q4 2023 and has held it in 11 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

• Level Four Advisory Services held 37,433 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.61M as of Q2 2026.
• Level Four Advisory Services bought 1,095 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $45.7K.
• First Trust SMID Cap Rising Dividend Achievers ETF made up 0.05% of Level Four Advisory Services's portfolio in Q2 2026, its #348 holding.
• Level Four Advisory Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
• 579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.