Lugano Financial Advisors SA (LFA)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$27.6K	Sell	640 -910	-59%	-$38K	0.02%	197
2026 Q1	$61.1K	Sell	1,550 -105,408	-99%	-$4.28M	0.03%	130
2025 Q4	$4.1M	Sell	106,958 -12,689	-11%	-$482K	2.12%	9
2025 Q3	$4.55M	Sell	119,647 -7,292	-6%	-$271K	2.4%	8
2025 Q2	$4.48M	Sell	126,939 -64,317	-34%	-$2.16M	2.65%	6
2025 Q1	$6.41M	Buy	191,256 +1,210	+0.6%	+$43.2K	4.36%	3
2024 Q4	$6.81M	Buy	+190,046	New	+$7.11M	4.45%	2

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

Lugano Financial Advisors SA (LFA)'s SDVY Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 59% in Q2 2026, selling an estimated $38K and leaving 640 shares worth $27.6K. The position accounts for 0.02% of the portfolio, ranked #197.

Lugano Financial Advisors SA (LFA) first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.81M in Q4 2024. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 640 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $27.6K as of Q2 2026.
Lugano Financial Advisors SA (LFA) sold 910 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $38K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #197 holding.
Lugano Financial Advisors SA (LFA) first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Lugano Financial Advisors SA (LFA)'s First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $6.81M in Q4 2024.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.