LM Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

LM Advisors’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	$3.81M	Buy	88,429 +84,947	+2,440%	+$3.54M	0.44%	42
2026 Q1	$88.4K	Buy	3,482 +10	+0.3%	+$406	1.4%	17
2025 Q4	$90.6K	Sell	3,472 -83,891	-96%	-$3.19M	1.63%	15
2025 Q3	$3.32M	Buy	87,363 +59,849	+218%	+$2.22M	0.48%	44
2025 Q2	$971K	Hold	27,514	–	–	0.13%	88
2025 Q1	$922K	Buy	27,514 +6,334	+30%	+$226K	0.17%	94
2024 Q4	$760K	Buy	21,180 +11,300	+114%	+$423K	0.14%	105
2024 Q3	$359K	Buy	+9,880	New	+$345K	0.07%	136

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

LM Advisors's SDVY Position: Q2 2026 in Review

LM Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2,440% in Q2 2026, buying an estimated $3.54M and bringing the position to 88,429 shares worth $3.81M. The position accounts for 0.44% of the portfolio, ranked #42.

LM Advisors first reported a position in SDVY in Q3 2024 and has held it in 8 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

LM Advisors held 88,429 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.81M as of Q2 2026.
LM Advisors bought 84,947 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $3.54M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.44% of LM Advisors's portfolio in Q2 2026, its #42 holding.
LM Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.