LWM
SDVY icon

Lighthouse Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Lighthouse Wealth Management’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 		$669K Sell
15,497
-5,079
-25% -$212K 0.42% 33
2026
Q1 		$811K Buy
20,576
+315
+2% +$12.8K 0.55% 29
2025
Q4 		$776K Sell
20,261
-1,321
-6% -$50.2K 0.53% 27
2025
Q3 		$821K Sell
21,582
-3,187
-13% -$118K 0.67% 27
2025
Q2 		$874K Sell
24,769
-1,355
-5% -$45.5K 0.76% 25
2025
Q1 		$875K Buy
26,124
+398
+2% +$14.2K 0.8% 20
2024
Q4 		$922K Buy
+25,726
New +$963K 0.84% 21

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Lighthouse Wealth Management's SDVY Position: Q2 2026 in Review

Lighthouse Wealth Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 25% in Q2 2026, selling an estimated $212K and leaving 15,497 shares worth $669K. The position accounts for 0.42% of the portfolio, ranked #33.

Lighthouse Wealth Management first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $922K in Q4 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Lighthouse Wealth Management held 15,497 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $669K as of Q2 2026.
  • Lighthouse Wealth Management sold 5,079 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $212K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.42% of Lighthouse Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Lighthouse Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
  • Lighthouse Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $922K in Q4 2024.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Lighthouse Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.