LVZ Inc’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

LVZ Inc’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	$117M	Buy	2,704,072 +29,776	+1%	+$1.24M	11.85%	4
2026 Q1	$105M	Sell	2,674,296 -130,839	-5%	-$5.31M	12.03%	4
2025 Q4	$107M	Buy	2,805,135 +4,386	+0.2%	+$167K	12.02%	3
2025 Q3	$106M	Buy	2,800,749 +53,353	+2%	+$1.98M	12.1%	3
2025 Q2	$96.9M	Buy	2,747,396 +80,630	+3%	+$2.71M	11.62%	1
2025 Q1	$89.3M	Sell	2,666,766 -60,045	-2%	-$2.14M	11.72%	1
2024 Q4	$97.8M	Buy	2,726,811 +17,661	+0.7%	+$661K	12.54%	1
2024 Q3	$98.6M	Sell	2,709,150 -7,074	-0.3%	-$247K	12.61%	1
2024 Q2	$90.7M	Buy	2,716,224 +22,837	+0.8%	+$769K	12.36%	2
2024 Q1	$93.8M	Buy	+2,693,387	New	+$87.9M	12.75%	1

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

LVZ Inc's SDVY Position: Q2 2026 in Review

LVZ Inc increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.1% in Q2 2026, buying an estimated $1.24M and bringing the position to 2,704,072 shares worth $117M. The position accounts for 11.85% of the portfolio, ranked #4.

LVZ Inc first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

LVZ Inc held 2,704,072 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $117M as of Q2 2026.
LVZ Inc bought 29,776 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.24M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 11.85% of LVZ Inc's portfolio in Q2 2026, its #4 holding.
LVZ Inc first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.