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

LifeSteps 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	$89.8K	Buy	+2,081	New	+$86.8K	0.04%	161

Other funds holding SDVY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LifeSteps Financial's SDVY Position: Q2 2026 in Review

LifeSteps Financial opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 2,081 shares worth $89.8K. The stake represents 0.04% of the portfolio and ranks #161 among its holdings.

264 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

LifeSteps Financial held 2,081 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $89.8K as of Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new LifeSteps Financial position in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.04% of LifeSteps Financial's portfolio in Q2 2026, its #161 holding.
264 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.